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Nancy Cupp

JB CONSULTING, LLC·LAWRENCEVILLE, New Jersey
Unclaimed Profile
993 LENOX DR., LAWRENCEVILLE, NJ 08648CRD# 6610680Firm CRD# 282863
01

About

Nancy Cupp is a registered financial advisor based in LAWRENCEVILLE, New Jersey, affiliated with JB CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVST, LLC
INVST, LLC
AUM
$1.3B
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at INVST, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 6610680
Firm CRD# 282863
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Cupp offer?
Nancy Cupp specializes in Financial Planning, Investment Management. Contact their office in LAWRENCEVILLE, New Jersey for a consultation.
What are Nancy Cupp's credentials?
Nancy Cupp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Cupp located?
Nancy Cupp is based in LAWRENCEVILLE, New Jersey, working with JB CONSULTING, LLC. Their office serves clients in the LAWRENCEVILLE metropolitan area and surrounding communities.
How does Nancy Cupp charge for services?
Nancy Cupp's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services-percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JB CONSULTING, LLC?
JB CONSULTING, LLC has approximately 62 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in New JerseyNational Fee Analysis
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