JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,000
Investment management fees are negotiable, not exceeding 2.00% annually, and are prorated and paid monthly in advance based on the average daily market value of assets. Financial planning and consulting services have an initial fee of $1,000, with the remainder invoiced based on the agreement terms. Clients may incur additional fees and expenses charged by mutual funds and ETFs.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
821 Fifth Avenue South, Suite 102, Naples, FL, 34102
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Transcend Capital Advisors, LLC
April 2025 - Present · 9 mos
Previous Registrations
Fifth Third Securities, INC.
March 2009 - June 2011 · 2 yrs 3 mos
J.p.morgan Securities INC.
October 2008 - February 2009 · 4 mos
J. P. Morgan Securities INC.
March 2008 - October 2008 · 7 mos
Jpmorgan Fleming Asset Management
January 2003 - January 2005 · 2 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.