Jayne Schaeffer, financial advisor Wyomissing PA
87 score

Jayne Schaeffer

CRD 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.

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Professional Designations
Company Name Location Dates Years
Herbein Wealth Management, LLC Wyomissing, PA Jan 2012 - Current 4
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

Jayne Schaeffer has no recent exams reported.
Contact Info for Jayne R. Schaeffer
Phone Number: 610-376-8271
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    1,109
    ACCOUNTS
  • Average Account Value
    $256,081
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, NH, PA, SC, TX

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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