JP
JP
Jean Pedinielli
13 Years of Experience
Gig Harbor, WA
1 Disclosure
Jean Pedinielli is a registered investment advisor at Mkt and Associates LLC, based in Gig Harbor, WA, with 13 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 146 clients with $380M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
146 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$378.7M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee. Portfolio management fees are negotiable depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Gig Harbor, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2005Settled
Employment History
Current Registrations
Mkt and Associates LLC
October 2025 - Present · 7 mos
Previous Registrations
Moser Wealth Advisors
November 2015 - October 2025 · 9 yrs 11 mos
Gravity Capital Partners, LLC
February 2013 - November 2015 · 2 yrs 9 mos
State Registrations1 state
WA
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.