Jean Furgiuele is a registered investment advisor at Pinnacle Investments, LLC, based in Monaca, PA, with 35 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
Monaca, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jean is an artist/designer and sole proprietor of JMF Designer. She has also been an IAR with Global Investment Advisors, LLC since 2006, dedicating minimal time to this role.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Global Investment Advisors, LLC
Essex Securities LLCBroker
Questar Capital CorporationBroker
Prim Securities, IncorporatedBroker
Ifg Network Securities, INC.Broker
Buckhead Financial CorporationBroker
Walnut Street Securities, INC.Broker
Waddell & Reed, INC.Broker
Dean Witter Reynolds INC.Broker
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.