JA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information
Office location
500 Chesterfield Parkway, Malvern, PA, 19355
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
Pacer Financial, INC.
November 2023 - Present · 2 yrs 2 mos
Pacer Advisors, INC.
November 2023 - Present · 2 yrs 2 mos
Pacer Financial, INC.Broker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
January 2022 - August 2023 · 1 yr 7 mos
LPL Financial LLC Broker
January 2022 - August 2023 · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2021 - December 2021 · 2 mos
Ameriprise Financial Services, LLC Broker
May 2021 - December 2021 · 7 mos
State Registrations2 states
FLPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.