Avantax Advisory Services

Investment Advisor
in Lansdale, PA

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About this Advisor

Jeanne Helmar is a financial advisor who works in Lansdale, Pennsylvania who has 9 years of industry experience. Helmar is on the advisory team at Avantax Advisory Services. Their career trajectory has included roles at H.D. Vest Investment Services, H.D. Vest Advisory Services, The Sierchio Financial Group, Joseph J Ochotny Jr. Cpa, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency LLC and Harmony Wealth Management. Helmar holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Avantax Advisory Services is a company headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It has $31 billion in assets between its 123,393 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Avantax Advisory Services likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Lansdale, PA

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


PA Average: $3,042,739,679
Total Number of Employees


PA Average: 49
Total Number of Accounts


PA Average: 2,315
Average Account Size


PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeanne Helmar Work History

Jeanne has been registered as a financial advisor for 9 years.*

2023 - Present (1 year)

Harmony Wealth Management

2014 - Present (10 years)

Joseph J Ochotny Jr. Cpa

2014 - Present (10 years)

Avantax Investment Services, Inc

2014 - Present (10 years)

Avantax Advisory Services

2014 - Present (10 years)

Avantax Insurance Agency LLC

2013 - 2014 (1 year)

H.D. Vest Investment Services

2013 - 2014 (1 year)

H.D. Vest Advisory Services

2013 - 2014 (1 year)

The Sierchio Financial Group

*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.


Please visit the SEC profile of Jeanne Helmar 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 Avantax Advisory Services

Shane Ellingson
Irving, TX
Nicholas Randone
Melville, NY
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

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

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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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