Jeanne
Weaver

Npa Asset Management, LLC

CRD#1271293
Investment Advisor
in Paramus, NJ

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About this Advisor

Jeanne Weaver is a certified financial planner and chartered financial consultant who works in Paramus, New Jersey with a total of 5 years of industry experience. Weaver is currently employed by Npa Asset Management, LLC. During their career, Weaver has held roles at Ing Financial Partners, Inc, Sacks & Associaties and Voya Financial Advisors. Weaver holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Npa Asset Management, LLC is a firm that has its headquarters in Paramus, NJ. The investment advisory business has offices in 14 locations and a total of 73 people on staff. It administers $791 million in assets among its 2,880 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 2,880 customer accounts, 26% are held by high-net-worth clients who have greater than $1 million in assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually are based on the type of services. However, fees billed by Npa Asset Management, LLC can consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

115 West Century Road Suite 360
Paramus, NJ 07652

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Npa Asset Management, LLC Brokerage Details

Total Assets Under Management

$791,199,797

NJ Average: $10,121,009,343
Total Number of Employees

73

NJ Average: 92
Total Number of Accounts

2,880

NJ Average: 6,978
Average Account Size

$274,722

NJ Average: $1,450,417

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
  • Other

Jeanne Weaver Work History

Jeanne has been registered as a financial advisor for 5 years.*

2014 - 2015 (1 year)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2001 - 2015 (14 years)

Sacks & Associaties

*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 Jeanne Weaver 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 Npa Asset Management, LLC

Jose Diaz
Paramus, NJ
Richard Walsh
Paramus, NJ
Kevin Morse
Paramus, NJ
Gregory Horne
Paramus, NJ
Jorge Bravo
San Juan, PR
Jonathan Dreskin
Paramus, NJ
Michelle Vazquez
Hato Rey, PR
Jose Ramos Rios
Hato Rey, PR

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.

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