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Andrea Beth Navarro

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

2600 Patriot Blvd, Suite 250, Glenview, IL, 60026

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Andrea is the COO of JNJ Associates, overseeing operations of the firm including investment and insurance business, taking about a quarter of her time. She also works as a CPA/Accountant for Cutler Financial Services (about half her time), is an IAR Rep for TLG Advisors Inc (minimal time), and manages/operates two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC (full-time for each).

Employment History
Current Registrations
Tlg Advisors, INC.
December 2023 - Present · 2 yrs 2 mos
The Leaders Group, INC.
November 2023 - Present · 2 yrs 3 mos
The Leaders Group, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Spearhead Capital Advisors, LLC
March 2021 - December 2021 · 9 mos
Spearhead Capital, LLCBroker
February 2021 - December 2021 · 10 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.