Jean-Yves Halle is a registered investment advisor at Financial Positioning System, INC, based in Derwood, MD, with 20 years of industry experience. Jean-Yves operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning. Their firm serves 9 clients with $2.4M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16001 New Bedford Drive, Derwood, MD, 20855
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jean-Yves operates under the DBA Gryphen Financial Services in Rockville, MD, since 2009.
Employment History
Current Registrations
Financial Positioning System, INC
Previous Registrations
LPL Financial LLC
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
State Registrations1 state
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