Jean Germain is a registered investment advisor, based in Sharon, MA, with 16 years of industry experience.
Location
43 Harding St, Sharon, MA, 02067
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jean owns City Globe Real Estate & Tax Service, providing tax preparation and real estate brokerage services, dedicating nearly full-time hours. Jean is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, with the ability to sell various annuity and insurance products, spending a few hours per week. Additionally, Jean is an owner/manager at City Globe Real Estate, listing and selling real estate, spending about 10-20% of their time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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