JD
JD

J Delmain

22 Years of Experience
Clayton, MO
1 DisclosureBroker

J Delmain is a registered investment advisor at &partners, based in Clayton, MO, with 22 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105

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History

Regulatory History (1)
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Criminal
August 1992
Final Disposition
Employment History
Current Registrations
&partners
August 2024 - Present · 1 yr 9 mos
&partnersBroker
August 2024 - Present · 1 yr 9 mos
&partners
August 2024 - Present · 1 yr 9 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2013 - September 2024 · 10 yrs 9 mos
UBS Financial Services INC.
December 2013 - September 2024 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - December 2013 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2004 - December 2013 · 9 yrs 5 mos
Stifel, Nicolaus & Company, Incorporated
June 2004 - July 2004 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
January 2004 - July 2004 · 6 mos
State Registrations4 states
FLILKSMO
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.