Jon Webb is a PFS-designated registered investment advisor at Warren Averett RIA, LLC, based in Birmingham, AL, with 2 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Warren Averett RIA does not provide investment management services. Instead, Warren Averett RIA refers clients to other investment advisors, primarily Waverly Advisors, LLC. Warren Averett RIA receives a portion of the advisory fee paid by the referred client to Waverly. The referral fee will not exceed 25% of the advisory fee paid by the referred client to any other advisor. The total annual fees charged to the client, including the referred advisory fees and the percentage paid to Warren Averett RIA, shall not exceed 2.00% of the client's assets under management.
Location
2500 Acton Road, Birmingham, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a Senior Manager at Warren Averett, LLC, an accounting firm, since 2002. He spends nearly full-time on tax compliance and estate planning duties, including time during securities trading hours.
Employment History
Current Registrations
Warren Averett RIA, LLC
State Registrations1 state
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