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Jamie Lyn Englebert

ENGLEBERT FINANCIAL ADVISERS, LLC·ALLENTOWN, Pennsylvania
Unclaimed Profile
1275 GLENLIVET DRIVE, ALLENTOWN, PA 18106CRD# 3046551Firm CRD# 300568
01

About

Jamie Lyn Englebert is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with ENGLEBERT FINANCIAL ADVISERS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
ENGLEBERT FINANCIAL ADVISERS, LLC
ENGLEBERT FINANCIAL ADVISERS, LLC
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ENGLEBERT FINANCIAL ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3046551
Firm CRD# 300568
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ALLENTOWN
Josh Robert Laychock — NORTHEAST FINANCIAL GROUP, INC.Paul Curtis Barbehenn — ANDESA FINANCIAL MANAGEMENT, INC.Michael David Baittinger — ANDESA FINANCIAL MANAGEMENT, INC.Malcolm Northrup Briggs — ANDESA FINANCIAL MANAGEMENT, INC.Robert Lee Hackenberg — NORTHEAST FINANCIAL GROUP, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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