Jeanne HelmarCRD Number: 5047678
Current Firm: Avantax Advisory Services
Jeanne Helmar (CRD# 5047678) is an Investment Advisor Representative working at Avantax Advisory Services in Lansdale, PA and has over 15 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Avantax Investment Services, Inc.||North Wales, PA||Oct 2014 - Current||7|
|Avantax Advisory Services||North Wales, PA||Oct 2014 - Current||7|
|Avantax Insurance Agency LLC||North Wales, PA||Oct 2014 - Current||7|
|Joseph J Ochotny Jr. Cpa||North Wales, PA||May 2014 - Current||7|
|H.d. Vest Investment Services||Lansdale, PA||Sep 2013 - May 2014||< 1|
|H.d. Vest Advisory Services||Lansdale, PA||Sep 2013 - May 2014||< 1|
|The Sierchio Financial Group||Lansdale, PA||Jul 2013 - May 2014||< 1|
|Unemployed||Schwenksville, PA||Apr 2013 - Jun 2013||< 1|
|Motz Wealth Management||Harleysville, PA||Sep 2005 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.