Christophe JambonCRD Number: 6255316
Current Firm: Winfield Associates Inc.
Compensation Model: Fee Only
Lpl Financial LLC
Strategic Wealth Partners, Ltd.
|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|
Total Assets Under Management262MILLIONS
Total Number of Accounts594ACCOUNTS
Average Account Value$440,271
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, MD, MO, NY, OH, OR, PA, TX, VA, WA
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