EJ
EJ

Eric Janvier

30 Years of Experience
Middletown, DE
Broker

Eric Janvier is a registered investment advisor at Good Life Advisors, LLC, based in Middletown, DE, with 30 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.

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Location

104 Sleepy Hollow Drive, Suite 203, Middletown, DE, 19709

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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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Other Business Activities

Eric is involved in real estate rental through Janvier Estate Management LLC since 2015. He also dedicates nearly all of his time to Good Life Advisors, LLC as a Registered Investment Advisor Hybrid and Good Life Financial Group as a financial advisor.

Employment History
Current Registrations
Good Life Advisors, LLC
February 2015 - Present · 11 yrs 3 mos
LPL Financial LLCBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
PNC Investments
January 2004 - January 2015 · 11 yrs
PNC InvestmentsBroker
January 2004 - January 2015 · 11 yrs
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
March 2001 - June 2002 · 1 yr 3 mos
Metlife Securities INC.Broker
March 1999 - March 2001 · 2 yrs
Metropolitan Life Insurance CompanyBroker
March 1999 - March 2001 · 2 yrs
PFS Investments INC.Broker
September 1995 - February 1999 · 3 yrs 5 mos
State Registrations9 states
DEFLGAINMDNCNJPAVA
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.
Eric Janvier - Financial Advisor | TrueAdvisor