Jeffrey Mastronardo, financial advisor West Chester PA

Jeffrey Mastronardo

CRD Number: 4062720
Current Firm: Financial Coach

Jeffrey Mastronardo (CRD# 4062720) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 24 years of experience in the finance industry. Jeffrey Mastronardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fc Advisory, LLC West Chester, PA Feb 2014 - Current 10
Lpl Financial, LLC West Chester, PA Nov 2007 - Current 16
The Financial Coach Group West Chester, PA Oct 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Jeffrey N. Mastronardo
Phone Number: 484-887-0452
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $460,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, FL, MD, NJ, PA

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