J Delmain is a registered investment advisor at &partners, based in Chesterfield, MO, with 22 years of industry experience. J is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16052 Swingley Ridge Rd., Suite 310, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
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Criminal
August 1992Final Disposition
Employment History
Current Registrations
&partners
August 2024 - Present · 2 yrs 2 mos
&partnersBroker
August 2024 - Present · 2 yrs 2 mos
&partners
August 2024 - Present · 2 yrs 2 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.
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