J
Debart
Axa Advisors, LLC
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About this Advisor
J Debart is a certified financial planner and chartered financial consultant located in New York, New York. Currently an investment advisor with Axa Advisors, LLC, Debart has an impressive 43 years of professional experience as a financial advisor. Debart holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Debart can serve investors in New Jersey, South Dakota and Oklahoma. During their career, Debart has held roles at The Debart Group, Inc and Axa Advisors, LLC. Axa Advisors, LLC is based out of New York, New York, and operates out of 844 additional offices across the country. In aggregate, Axa Advisors, LLC manages $15 billion in assets throughout 52,116 client accounts and retains more than 5,774 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Axa Advisors, LLC provides 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. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Axa Advisors, LLC Brokerage Details
$15,345,130,260
5,774
52,116
$294,442
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Answer a few questions to get a personalized match.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
J Debart Work History
J has 43 years of experience.
The Debart Group, Inc
Axa Advisors, LLC
Disclosures
J Debart has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.