Jean-Philippe Aubry
Jean-Philippe Aubry is a registered investment advisor at J.P. Aubry Wealth Advisors, LLC, based in Maitland, FL, with 7 years of industry experience. Jean-Philippe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 56 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Investment advisory fees are negotiable based on the scope and complexity of the services, the amount of time and expertise required.
Fee Estimator
Location
549 North Wymore Road, Suite 109, Maitland, FL, 32751
Get directionsHistory
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-Philippe sells and services life insurance, earning commissions. This activity takes about a quarter of his time and is investment-related.
Employment History
Current Registrations
J.P. Aubry Wealth Advisors, LLC
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
AXA Advisors, LLCBroker
State Registrations1 state
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.