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PA
CFP
PA
CFP
Paula Jan Abbott
Journey Advisory Group, LLC
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Estate Planning
Tax Planning
High Net Worth
Journey Advisory Group, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:
$50K
Investment Management
Planning
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Location
50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2014
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Journey Advisory Group, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Horter Investment Management, LLC
December 2017 - October 2018 · 10 mos
The Huntington Investment Company
Broker
September 2015 - November 2017 · 2 yrs 2 mos
The Huntington Investment Company
September 2015 - November 2017 · 2 yrs 2 mos
Strategic Advisers, INC.
January 2013 - September 2015 · 2 yrs 8 mos
Fidelity Brokerage Services LLC
Broker
November 2012 - September 2015 · 2 yrs 10 mos
U.S. Bancorp Investments, INC.
Broker
July 2006 - April 2011 · 4 yrs 9 mos
Citigroup Global Markets INC.
July 2005 - July 2006 · 1 yr
Citigroup Global Markets INC.
Broker
April 2005 - July 2006 · 1 yr 3 mos
The O.N. Equity Sales Company
Broker
February 1999 - December 1999 · 10 mos
State Registrations
1 state
KY
Advisor
Exams
No exam information available for this advisor.
Paula Jan Abbott - Financial Advisor | TrueAdvisor