Herve
Jean-Pierre
Avantax Advisory Services
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About this Advisor
Herve Jean-Pierre is a financial advisor based out of Douglasville, Georgia with a total of 2 years of relevant experience. Jean-Pierre is an advisor for Avantax Advisory Services. Throughout their career, Jean-Pierre has worked at Hjp Financial Services Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC and Aces Of Naples LLC. Jean-Pierre has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Florida and Georgia. Avantax Advisory Services is a company headquartered in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in total assets across its 123,393 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fees billed by Avantax Advisory Services can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Herve Jean-Pierre Work History
Herve has been registered as a financial advisor for 2 years.*
Avantax Advisory Services
Avantax Insurance Agency, LLC
Aces Of Naples LLC
Hjp Financial Services Inc
*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 Herve Jean-Pierre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Mccordsville, IN
Wilmington, DE
Irving, TX
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Dallas, TX
Fort Worth, TX
Gadsden, AL
Melville, NY
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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