JG
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
Financial Plan Fee:Up to $6,000
Hourly Rate:$300 - $475/hr
Financial planning services are offered on an ongoing engagement, hourly basis, or for a fixed engagement fee. Ongoing engagement fees range up to $6,000 annually and may be negotiable. Hourly fees range from $300 to $475 per hour. Fixed engagement fees range up to $6,000. Fees may be negotiable based on the nature and complexity of the services.
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Tampa, FL
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
Boldin Advisors
October 2025 - Present · 3 mos
Core Planning
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Facet
April 2021 - October 2024 · 3 yrs 6 mos
Ae Wealth Management, LLC
June 2019 - June 2021 · 2 yrs
Park Avenue Securities LLC
February 2019 - May 2019 · 3 mos
Park Avenue Securities LLC Broker
September 2018 - May 2019 · 8 mos
State Registrations3 states
MONJTX
Advisor
Exams
No exam information available for this advisor.