Unclaimed Profile

Nancy Cupp

JB CONSULTING, LLC·LAWRENCEVILLE, New Jersey

Clean recordJB CONSULTING, LLC

993 LENOX DR., LAWRENCEVILLE, NJ 08648CRD# 6610680Firm CRD# 282863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Cupp · LAWRENCEVILLE, NJ

Registration

CRD #6610680 · JB CONSULTING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INVST, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVST, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

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

View on FINRA BrokerCheck →

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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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