Jeanne Tompkins Weaver

CFP · ChFC

Npa Asset Management, LLC

41 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment Management

Npa Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

52 advisors

Number of Clients

2,855 clients

Average Client Portfolio

$354K average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

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

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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.