Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Francis Jumet is a financial advisor with over 20 years of experience in the financial services industry. Jan is a registered representative of LPL Financial LLC and an Investment Advisor Representative of Western Wealth Management LLC. Jan specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jan is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
08/18/2020 - Present
LPL Financial LLC (SCOTTSDALE AZ)
MA
03/29/2007 - 09/29/2008
BABSON CAPITAL SECURITIES INC (BOSTON MA)
MA
08/19/2003 - 06/09/2005
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
NY
07/20/2001 - 08/18/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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