Jeanne Weaver
Jeanne Weaver is a CFP, ChFC-designated registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 41 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,855 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NPA Asset Management offers several investment management programs:
- Advisor Managed Account Program: Advisors assist clients in developing custom portfolios with various securities. Maximum annual fee is 3% of the account value, negotiable.
- MA Direct Account Program: Advisors help clients select third-party money managers. Maximum annual fee is 3% of the account value, negotiable.
- MA Custom AdvisorFlex Program: Clients choose from model portfolios managed by Lockwood Advisors. Maximum annual fee is 3% of the account value, negotiable.
Fees are payable in advance and are based on the account balance. Clients may also incur transaction charges and other fees. All fees are negotiable.
Location
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1997Other 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
Nationwide Planning Associates INC.
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Cardell & Associates, IncorporatedBroker
State Registrations7 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.