TrueAdvisor
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JW
CFP · ChFC
JW
CFP · ChFC

Jeanne Weaver

Npa Asset Management, LLC
42 Years of Experience
Fair Lawn, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeanne Weaver is a CFP, ChFC-designated registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 42 years of industry experience. Jeanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,746 clients with $1.1B in assets under management.

Npa Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,746 clients
Average Client Portfolio
$388K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual account management fee is up to 3.00% and is negotiable. Fees vary by specific program, account size, and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1997
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeanne is involved in several outside business activities. She works as a broker for insurance products through Zenith Marketing, owns Frog Tree Lane LLC to hold personal assets, works as an independent insurance agent, and provides customer referrals to a real estate salesperson.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 9 mos
Nationwide Planning Associates INC.
April 2015 - Present · 11 yrs 6 mos
Nationwide Planning Associates INC.Broker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Npa Asset Management, LLC
April 2015 - December 2017 · 2 yrs 8 mos
Voya Financial Advisors, INC.Broker
January 2011 - April 2015 · 4 yrs 3 mos
Voya Financial Advisors, INC.
January 2011 - April 2015 · 4 yrs 3 mos
Ing Financial Advisers, LLC
July 2003 - January 2011 · 7 yrs 6 mos
Ing Financial Advisers, LLCBroker
September 2000 - January 2011 · 10 yrs 4 mos
AXA Advisors, LLCBroker
January 1985 - September 2000 · 15 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1985 - January 2000 · 15 yrs
Cardell & Associates, IncorporatedBroker
June 1984 - December 1984 · 6 mos
State Registrations7 states
CACTFLMENJNYVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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