Jennifer Lander
Jennifer Lander is a registered investment advisor at Realta Investment Advisors, INC, based in Dallas, TX, with 12 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
c/o Jennifer Lander PMB #1709, 5956 Sherry Lane, 20th Floor, Dallas, TX, 75225
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Jennifer operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas since 2014. She also works as an Investment Advisor Representative for Realta Investment Advisors, dedicating full-time hours to this role.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
State Registrations20 states
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
More Advisors
- Jules Jouvenat, CFPHightower Advisors, LLC
- Nicholas Lalonde, CFPLPL Financial LLC
- Zechariah Daugherty, CFPCreative Planning
- William Whitten, CFPCaptrust
- Jonas Roos, CFPCapital Investment Advisors, LLC
- Stephanie Sammons, CFPSammons Wealth