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Alan Jardeleza

Alan & Company, LLC
25 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Alan Jardeleza is a registered investment advisor at Alan & Company, LLC, based in West Palm Beach, FL, with 25 years of industry experience. Alan 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.

Alan & Company, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee is 1.25% of total assets under management, billed quarterly in advance. Cash is included in fee calculations. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

105 S Narcissus Ave, Suite 806, West Palm Beach, FL, 33401

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History

Regulatory History (1)
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Criminal
October 2015
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alan & Company, LLC
June 2026 - Present · 4 mos
Innovation Partners LLC
January 2026 - Present · 9 mos
Innovation Partners LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Lyons Wealth Management
April 2026 - June 2026 · 2 mos
Fnex Capital, LLCBroker
February 2020 - February 2021 · 1 yr
Lyons Wealth Management
June 2019 - December 2025 · 6 yrs 6 mos
Lyons Wealth Management
June 2019 - December 2020 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - December 2018 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - December 2018 · 6 yrs 10 mos
Franklin/templeton Distributors, INC.Broker
September 2005 - January 2012 · 6 yrs 4 mos
Prudential Securities Incorporated
January 2001 - January 2003 · 2 yrs
Prudential Securities IncorporatedBroker
January 2001 - January 2003 · 2 yrs
Dean Witter Reynolds INC.Broker
April 1998 - January 2001 · 2 yrs 9 mos
State Registrations1 state
FL
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.
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