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Jack Edward Andrews

ATHENA INVESTMENT MANAGEMENT·ORINDA, California
Series 2, Series 65Clean record29 years registeredATHENA INVESTMENT MANAGEMENT
245 LA ESPIRAL, ORINDA, CA 94563CRD# 2072580Firm CRD# 106542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack Edward Andrews · ORINDA, CA
Registration
CRD #2072580 · ATHENA INVESTMENT MANAGEMENT · 29 years registered
Brand Profile
Not yet started
01

Career History

ATHENA INVESTMENT MANAGEMENT
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATHENA INVESTMENT MANAGEMENT
CRD 106542 · SEC 801-13100
AUM
$267M
Regulatory assets under management
Employees
6
392 client accounts
Services offered by ATHENA INVESTMENT MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ATHENA INVESTMENT MANAGEMENT →
Introduction

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Frequently Asked Questions

What services does Jack Edward Andrews offer?
Jack Edward Andrews specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORINDA, California for a consultation.
What are Jack Edward Andrews's credentials?
Jack Edward Andrews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Edward Andrews located?
Jack Edward Andrews is based in ORINDA, California, working with ATHENA INVESTMENT MANAGEMENT. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Jack Edward Andrews charge for services?
Jack Edward Andrews's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHENA INVESTMENT MANAGEMENT?
ATHENA INVESTMENT MANAGEMENT has approximately 6 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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