Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
Areas of Practice
Advisor Information
Office location
725 Skippack Pike, Suite 200, Blue Bell, PA, 19422
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Carolyn operates her LPL business under the DBA JSO Partners and owns rental real estate. She is also an insurance agent selling life, health, disability, and long-term care insurance, and provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.