Jeanne Helmar, financial advisor Lansdale PA

Jeanne Helmar

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jeanne M. Helmar
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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