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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
30 Vesey St, 9th Floor, New York, NY, 10007
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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.