Jean
Sinclair
The Mather Group, LLC
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About this Advisor
Jean Sinclair is a certified financial planner operating in Columbus, North Carolina with a total of 1 year of relevant experience. Sinclair works at The Mather Group, LLC. During their career, the advisor has held roles at The Mather Group, LLC and Avenue Advisors, LLC. Sinclair is registered to advise clients in California, Illinois and North Carolina. The Mather Group, LLC is a registered investment business headquartered in Chicago, IL. It has offices in 60 locations and a total of 167 employees. It manages $9 billion in total assets across its 16,761 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 16,761 accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets. The Mather Group, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually are based on the type of services. However, fees charged by The Mather Group, LLC likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$8,718,717,623
167
16,761
$520,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jean Sinclair Work History
Jean has been registered as a financial advisor for 1 years.*
The Mather Group, LLC
Avenue Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jean Sinclair to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
