Jeffrey Weiner
Jeffrey Weiner is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in New York, NY, with 42 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
30 Vesey St, 9th Floor, New York, NY, 10007
Get directionsHistory
Regulatory History (1)
Regulatory
June 1997Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent at HKM, a life insurance brokerage, since 1995, dedicating about a quarter to half of his time to insurance sales and service. He also founded a networking group for business owners in 2010, spending about 10-20% of his time on it.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
New England SecuritiesBroker
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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