Unclaimed Profile

Jamie Lyn Englebert

ENGLEBERT FINANCIAL ADVISERS, LLC·ALLENTOWN, Pennsylvania

Series 7, Series 63, Series 65Clean record4 years registeredENGLEBERT FINANCIAL ADVISERS, LLC

1275 GLENLIVET DRIVE, ALLENTOWN, PA 18106CRD# 3046551Firm CRD# 300568

Profile Verification

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

Identity

Jamie Lyn Englebert · ALLENTOWN, PA

Registration

CRD #3046551 · ENGLEBERT FINANCIAL ADVISERS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

ENGLEBERT FINANCIAL ADVISERS, LLC

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 25, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENGLEBERT FINANCIAL ADVISERS, LLC

CRD 300568 · SEC 801-130503

AUM

$125M

Regulatory assets under management

Employees

577 client accounts

Services offered by ENGLEBERT FINANCIAL ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENGLEBERT FINANCIAL ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jamie Lyn Englebert offer?

Jamie Lyn Englebert specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are Jamie Lyn Englebert's credentials?

Jamie Lyn Englebert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Lyn Englebert located?

Jamie Lyn Englebert is based in ALLENTOWN, Pennsylvania, working with ENGLEBERT FINANCIAL ADVISERS, LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does Jamie Lyn Englebert charge for services?

Jamie Lyn Englebert'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 ENGLEBERT FINANCIAL ADVISERS, LLC?

ENGLEBERT FINANCIAL ADVISERS, LLC has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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