JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
170 clients
Average Client Portfolio
$518K average
Assets Under Management
$88.0M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Annual fee may be negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:Up to $200/hr
For asset management, fees are based on a percentage of assets under management, and may be negotiable for accounts over $2,000,000. Financial planning and consulting are charged at $200 per hour, and the fees are negotiable. The client will pay the estimated fee at the signing of the agreement. Lower fees for comparable services may be available from other sources.
Areas of Practice
Retirement PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Syracuse, NY
Get directionsRegulatory History (2)
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Regulatory
January 2019Final
Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
Jenna is an independent insurance agent since 2017, selling and servicing life, accident, and health insurance. This takes about 10-20% of her time, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Empirikal Partners LLC
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Lifemark Securities CORP.
April 2018 - September 2022 · 4 yrs 5 mos
Lifemark Securities CORP. Broker
April 2018 - September 2022 · 4 yrs 5 mos
Cadaret Grant & CO INC
January 2018 - February 2018 · 1 mo
Cadaret, Grant & Co., INC. Broker
August 2017 - February 2018 · 6 mos
Cadaret Grant & CO INC
August 2017 - December 2017 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - August 2017 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2014 - August 2017 · 2 yrs 10 mos
LPL Financial LLC
October 2012 - September 2014 · 1 yr 11 mos
LPL Financial LLC Broker
October 2012 - September 2014 · 1 yr 11 mos
AXA Advisors, LLC
July 2012 - September 2012 · 2 mos
AXA Advisors, LLC Broker
May 2012 - September 2012 · 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.