Jane Eddy, ChFC
CRD Number: 1617771Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.
CRD# 3168629
Wells Fargo Clearing Services, LLC
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2199300
Wells Fargo Clearing Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Planning Corporation | Ormond Beach, FL | Oct 2008 - Current | 12 |
| Guardian Life Insurance Company | Daytona Beach, FL | Oct 2000 - Current | 20 |
| Jon Greaves & Assoc. | Ormond Bch, FL | Feb 1995 - Current | 25 |
| Aig Financial Advisors, Inc. | Phoenix, AZ | Oct 2005 - Oct 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
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Total Assets Under Management7,364MILLIONS
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Total Number of Accounts35,202ACCOUNTS
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Average Account Value$209,180
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based 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)
- 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
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