Jean Masse
Advisor at J. Pierre Masse
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J. Pierre Masse
Location
Chapel Hill, NC 27517-7584
Credentials
Series 63, Series 65
Industry experience
23 years
About
Jean Masse is the sole advisor at J. Pierre Masse, an independent firm based in Venice, FL. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2015, he has managed his own practice following prior registration with a broker-dealer. The firm serves individual clients, including some high-net-worth individuals, offering financial planning and discretionary portfolio management. Its investment approach combines fundamental business analysis with asset allocation, diversification, and risk management, emphasizing a conservative, low-turnover strategy.
Expertise
Based on J. Pierre Masse
General retirement planning
General tax planning
General estate planning guidance
Fee options
Written financial plan fees range from $200 to $2,000 depending on complexity
Up to $150/hour
Fee-only: Hourly fee up to $150/hour; Written financial plan fees from $200 to $2,000
Location
510 Meadowmont Village Circle, #360
Chapel Hill, NC 27517-7584
Most active in
Jean M has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
J. Pierre Masse
2026 - Present (1 year)
Jean Pierre Masse
2015 - 2026 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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