Jane Mepham is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Austin, TX, with 6 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Cross-Border Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 7,591 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
Contact
Jane Mepham
Location
5900 Balcones Drive, Suite 4040, Austin, TX, 78731
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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.
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Jane is contracted as a financial planner for Origin Financial and works as a public speaker for financial coaching workshops. The public speaking engagements account for minimal time and do not affect clients of Elgon Financial Advisors.
Employment History
Current Registrations
Origin Investment Advisory LLC
Elgon Financial Advisors
State Registrations2 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
Additional Information
Personal finances can be very challenging especially when everything sounds so foreign, and the cultural practices are different from what you are used to. But don't let this stop you from seeking out help.
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