Jamie
Stapf
Ethos Financial Group, LLC
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About this Advisor
Jamie Stapf is a financial advisor based in King Of Prussia, Pennsylvania who has 1 year of relevant experience. Stapf works at Ethos Financial Group, LLC. Stapf has gained experience at Credit Suisse Securities (Usa) LLC, Almanack Investment Partners, Ethos Financial Group, LLC and Wells Fargo Advisors. Stapf has Series 66 and Series 63 licenses, designating them as a securities broker, and can serve investors in Pennsylvania. Ethos Financial Group, LLC is an advisory company that has its headquarters in King Of Prussia, PA. It has offices in two locations and a total of 16 employees. It handles $652 million in total assets across its 1,815 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves five charities and foundations. Of its 1,815 customer accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on the financial services offered. However, fee types charged by Ethos Financial Group, LLC likely are comprised of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ethos Financial Group, LLC Brokerage Details
$651,837,810
16
1,815
$359,139
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
Jamie Stapf Work History
Jamie has been registered as a financial advisor for 1 years.*
Ethos Financial Group, LLC
Almanack Investment Partners
Wells Fargo Advisors
Credit Suisse Securities (Usa) LLC
*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 Jamie Stapf 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 Ethos Financial Group, LLC
Baton Rouge, LA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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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