J Debart is a CFP, ChFC-designated registered investment advisor at The Debart Group INC., based in New York, NY, with 49 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
745 Fifth Avenue, Suite 500, New York, NY, 10151
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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.
Learn about disclosures →Other Business Activities
J is a registered investment advisor with The Debart Group Inc.
Employment History
Current Registrations
The Debart Group INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
The Debart Group INC.
The Equitable Life Assurance Society of the United StatesBroker
State Registrations26 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.