J
Debart

Axa Advisors, LLC

CRD#830502
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

43 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

745 Fifth Avenue Suite 500
New York, NY 10151

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

NY Average: $7,464,549,021
Total Number of Employees

5,930

NY Average: 88
Total Number of Accounts

53,005

NY Average: 3,892
Average Account Size

$276,786

NY Average: $1,917,921

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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.

2000 - Present (19 years)

The Debart Group, Inc

1975 - Present (44 years)

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.

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