JO
JO
Johan Oeyen
22 Years of Experience
Tampa, FL
1 Disclosure
Johan Oeyen is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in Tampa, FL, with 22 years of industry experience. Johan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.
Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
401 East Jackson Street, Suite 1200, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2014Final
Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
February 2007 - March 2014 · 7 yrs 1 mo
Centara Capital Securities, INC.Broker
March 2006 - August 2006 · 5 mos
Centara Capital Management Group, INC.
March 2006 - August 2006 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - February 2006 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
January 2005 - February 2006 · 1 yr 1 mo
Morgan Stanley
December 2003 - January 2005 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
December 2003 - January 2005 · 1 yr 1 mo
Waddell & Reed, INC.
October 2002 - May 2003 · 7 mos
Waddell & Reed, INC.Broker
October 2002 - May 2003 · 7 mos
Legg Mason Wood Walker, IncorporatedBroker
October 2001 - August 2002 · 10 mos
State Registrations1 state
FL
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.