JP
JP
Jean Prawel
38 Years of Experience
Clarence Center, NY
1 DisclosureBroker
Jean Prawel is a registered investment advisor at Independent Financial Partners, based in Clarence Center, NY, with 38 years of industry experience. Jean 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, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
317 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Clarence Center, NY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2005Denied
Employment History
Current Registrations
Independent Financial Partners
June 2021 - Present · 5 yrs 4 mos
Ifp Securities, LLC
April 2021 - Present · 5 yrs 6 mos
Ifp Securities, LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Key Investment Services LLC
March 2021 - April 2021 · 1 mo
Key Investment Services LLCBroker
January 2006 - April 2021 · 15 yrs 3 mos
Mcdonald Investments INC.
May 1999 - December 2005 · 6 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
January 1993 - May 1999 · 6 yrs 4 mos
Independent Financial Securities, INC.Broker
June 1991 - December 1992 · 1 yr 6 mos
Mony Securities CORP.Broker
January 1988 - July 1991 · 3 yrs 6 mos
The Mutual Life Insurance Company of New YorkBroker
January 1988 - October 1990 · 2 yrs 9 mos
State Registrations12 states
ALAZCAFLILMDNCNJNVNYPAVA
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.