Jayne SchaefferCRD Number: 5298604
Current Firm: Herbein Wealth Management, LLC
Jayne Schaeffer (CRD# 5298604) is an Investment Advisor Representative working at Herbein Wealth Management, LLC in Wyomissing, PA and has 1 year of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Herbein Wealth Management, LLC||Wyomissing, PA||Jan 2012 - Current||5|
|Herbein + Company, Inc.||Wyomissing, PA||Dec 2008 - Current||8|
|Sterling Financial Advisors, LLC||Wyomissing, PA||Feb 2007 - Dec 2008||1|
|Reinsel Kuntz Lesher LLP||Wyomissing, PA||Feb 2005 - Dec 2008||3|
Total Assets Under Management284MILLIONS
Total Number of Accounts1,109ACCOUNTS
Average Account Value$256,081
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, FL, NH, PA, SC, TX