Christophe Jambon, financial advisor Cleveland OH

Christophe Jambon

CRD Number: 6255316
Current Firm: Winfield Associates Inc.
Compensation Model: Fee Only
Christophe Jambon (CRD# 6255316) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 4 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Winfield Associates Cleveland, OH Jan 2013 - Current 8
Winfield Associates, Inc. Cleveland, OH Aug 2012 - Dec 2012 < 1
N/a Akron, OH May 2012 - Aug 2012 < 1
Emory University Atlanta, GA Aug 2009 - May 2012 2
Advanced Lighting Technologies, Inc. Solon, OH May 2011 - Aug 2011 < 1
Zeppe's Pizzeria Hudson, OH May 2010 - Aug 2011 1
Emory University Atlanta, GA Sep 2009 - Sep 2010 1
Avatar Mangement Services Macedonia, OH May 2010 - Aug 2010 < 1
Western Reserve Academy Hudson, OH Sep 2004 - May 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Christophe D. Jambon
Phone Number: 216-241-2575
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $440,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, MO, NY, OH, OR, PA, TX, VA, WA

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Data verified by both the advisor and the public regulatory data.

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