Jane Eddy, ChFC, financial advisor Ormond Beach FL

Jane Eddy, ChFC

CRD Number: 1617771
Current 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.

Similar Advisors
Carol Abdo-Brownsberger, financial advisor Ormond Beach FL
Carol L. Abdo-Brownsberger
CRD# 3168629
Wells Fargo Clearing Services, LLC
Similar Advisors
Cindy Abramovic, financial advisor Ormond Beach FL
Cindy Abramovic
CRD# 728734
Ameriprise Financial Services, LLC
Similar Advisors
Christopher Acebal, financial advisor Ormond Beach FL
Christopher C. Acebal
CRD# 2199300
Wells Fargo Clearing Services, LLC
Professional Designations
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
Contact Info for Jane S. Eddy, ChFC
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,364
    MILLIONS
  • Total Number of Accounts
    35,202
    ACCOUNTS
  • Average Account Value
    $209,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Jane Eddy, ChFC and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

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.