J Gilbert
J Gilbert is a registered investment advisor at Esi Financial Advisors, based in Easton, PA, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
Easton, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
August 2000Other Business ActivitiesSells Insurance
J. is involved with Gilbert Financial Services, providing insurance and financial sales and services, dedicating full-time hours. J. also works as an agent for The Vermont Agency, selling fixed insurance through multiple carriers during trading hours.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations6 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.