Jed
Chmara
Royal Alliance Associates, Inc
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About this Advisor
Jed Chmara is a financial advisor operating in Lafayette, California with a total of 5 years of relevant experience. Chmara is an advisor for Royal Alliance Associates, Inc. During their career, Chmara has held roles at Pacific Financial Partners, Royal Alliance Associates, Inc and Sii. Chmara maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in California and New Mexico. Royal Alliance Associates, Inc is a business operating out of Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in total assets across its 149,233 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 191 charitable organizations. Of its 149,233 client accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Royal Alliance Associates, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jed Chmara Work History
Jed has been registered as a financial advisor for 5 years.*
Pacific Financial Partners
Royal Alliance Associates, Inc
Sii
*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 Jed Chmara 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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