Jesse
Lazar
Jentner Wealth Management
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About this Advisor
Jesse Lazar is a financial advisor based in Akron, Ohio, working with Jentner Wealth Management. Jesse has previously held positions at Living Well Financial Group, Community Vineyard Church, Jentner Wealth Management, and The Jentner Corporation. Jesse is registered to provide services in Ohio. Currently, Jesse is part of Jentner Wealth Management, which operates out of Akron, Ohio. The firm has 11 employees and manages assets totaling $522.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Jentner Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jentner Wealth Management Brokerage Details
$522,581,438
11
953
$548,354
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jesse Lazar Work History
The Jentner Corporation
The Jentner Corporation
Jentner Wealth Management
Community Vineyard Church
Living Well Financial Group
Disclosures
Please visit the SEC profile of Jesse Lazar 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 Jentner Wealth Management
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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