Jeannette
Grabe

Veritable Lp

CRD#4579659
Investment Advisor
in Newtown Square, PA

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About this Advisor

Jeannette Grabe is a chartered financial analyst based in Newtown Square, Pennsylvania who has 9 years of relevant experience. Grabe currently works for Veritable Lp. They have spent their complete employment at Veritable Lp. Grabe holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Pennsylvania. Veritable Lp is a financial advisory business operating out of Newtown Square, PA. It controls $17 billion in assets under management across its 3,674 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 65 charities and foundations. Of its 3,674 customer accounts, 63% are associated with high-net-worth clients who have greater than $1 million in investable assets. Veritable Lp has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on which service is offered. However, fees billed by Veritable Lp can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6022 West Chester Pike
Newtown Square, PA 19073

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Veritable Lp Brokerage Details

Total Assets Under Management

$16,533,192,757

PA Average: $15,833,994,310
Total Number of Employees

88

PA Average: 41
Total Number of Accounts

3,674

PA Average: 3,342
Average Account Size

$4,500,052

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeannette Grabe Work History

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

2007 - Present (17 years)

Veritable, Lp

*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 Jeannette Grabe 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 Veritable Lp

Erich Yost
Newtown Square, PA
Brian Badgley
Newtown Square, PA
Emily Bless
Newtown Square, PA
Wesley Yamamoto
Newtown Square, PA
Nathan Newport
Newtown Square, PA
Gordon Stone
Newtown Square, PA
Jeannette Grabe
Newtown Square, PA
Andrew John
Newtown Square, 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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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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