JW
JW
Jean Widmaier
8 Years of Experience
Clearwater, FL
3 DisclosuresSells Insurance
Jean Widmaier is a registered investment advisor at Green Era Financial LLC, based in Clearwater, FL, with 8 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $33M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
83 clients
Average Client Portfolio
$398K average
Assets Under Management
$33.0M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Clearwater, FL
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2023Closed-No Action
Judgment / Lien
November 2022Financial
July 2022Final
Other Business ActivitiesSells Insurance
Jean is a sole proprietor and insurance agent since February 2023. This takes about 10-20% of Jean's time.
Employment History
Current Registrations
Green Era Financial LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2021 - March 2023 · 1 yr 7 mos
Knr Consulting and Wealth Management, INC.
March 2018 - August 2021 · 3 yrs 5 mos
State Registrations3 states
CAFLLA
Advisor
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
No exam information available for this advisor.