JE
JE

Jeanie Eymontt

39 Years of Experience
Houston, TX

Jeanie Eymontt is a registered investment advisor at Absolute Alpha CORP, based in Houston, TX, with 39 years of industry experience. Jeanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 4 clients with $3.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$950K average
Assets Under Management
$3.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable based on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5625 NW Central Drive Suite D100, Houston, TX, 77092

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Absolute Alpha CORP
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
American Portfolios Advisors, INC
January 2011 - December 2016 · 5 yrs 11 mos
American Portfolios Financial Services, INC.Broker
January 2011 - December 2016 · 5 yrs 11 mos
Hornor, Townsend & Kent, INC.Broker
January 2011 - January 2011 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - November 2010 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - November 2010 · 4 yrs 3 mos
UBS Financial Services INC.
April 2002 - August 2006 · 4 yrs 4 mos
UBS Financial Services INC.Broker
April 2002 - August 2006 · 4 yrs 4 mos
Cibc World Markets CORP.Broker
January 1991 - March 2002 · 11 yrs 2 mos
Oppenheimer & CO., INC.Broker
November 1990 - April 1995 · 4 yrs 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1989 - November 1990 · 1 yr 3 mos
Rauscher Pierce Refsnes, INC.Broker
April 1986 - August 1989 · 3 yrs 4 mos
State Registrations1 state
TX
Advisor

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.