JW
CFP · ChFC

Jeanne Tompkins Weaver

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K

NPA Asset charges an annual fee based on a percentage of assets under management. The maximum annual account management fee is 3%, but fees are negotiable. Advisors may also charge a one-time Portfolio Development Fee, up to 1% of assets under management. Clients may incur transaction charges and other fees imposed by NWD or third parties. Fees and fee structures vary from advisor to advisor. The specific advisory program selected may cost the client more or less than purchasing program services separately.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1997
Denied
Other Business ActivitiesSells Insurance

Jeanne is involved in several outside business activities. She works as a broker for insurance products through Zenith Marketing, owns Frog Tree Lane LLC to hold personal assets, works as an independent insurance agent, and provides customer referrals to a real estate salesperson.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs
Nationwide Planning Associates INC.
April 2015 - Present · 10 yrs 9 mos
Nationwide Planning Associates INC.Broker
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Npa Asset Management, LLC
April 2015 - December 2017 · 2 yrs 8 mos
Voya Financial Advisors, INC. Broker
January 2011 - April 2015 · 4 yrs 3 mos
Voya Financial Advisors, INC.
January 2011 - April 2015 · 4 yrs 3 mos
Ing Financial Advisers, LLC
July 2003 - January 2011 · 7 yrs 6 mos
Ing Financial Advisers, LLCBroker
September 2000 - January 2011 · 10 yrs 4 mos
AXA Advisors, LLC Broker
January 1985 - September 2000 · 15 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1985 - January 2000 · 15 yrs
Cardell & Associates, IncorporatedBroker
June 1984 - December 1984 · 6 mos
State Registrations7 states
CACTFLMENJNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeanne Tompkins Weaver - Financial Advisor | AdvisorDiscover