Jeff Kantor
Jeff Kantor is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 30 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeff is a registered representative with Innovation Partners LLC and an insurance agent with Ash Brokerage since 2016, selling life insurance and annuities, dedicating about half of his time to these activities. He also sells Aetna Medicare Advantage Plans, spending a few hours per week on this.
Employment History
Current Registrations
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Innovation Partners LLC
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
TradingblockBroker
Moneyblock
Waddell & Reed
Waddell & Reed, INC.Broker
Mf Global INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations2 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.