Advisor at J.P. Aubry Wealth Advisors, LLC
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.P. Aubry Wealth Advisors, LLC
Location
Maitland, FL 32751
Credentials
Series 66
Industry experience
7 years
Jean Philippe Aubry is a financial advisor with J.P. Aubry Wealth Advisors, LLC in Maitland, Florida. He holds a Series 66 designation and has seven years of industry experience. Prior to founding his current firm, he worked at GWN Securities, Inc. and AXA Advisors LLC among other roles. He is also licensed to sell and service life insurance products. Aubry Wealth Advisory provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a blend of technical and fundamental research to construct and manage model portfolios, typically using ETFs, mutual funds, and individual equities.
Based on J.P. Aubry Wealth Advisors, LLC
Based on J.P. Aubry Wealth Advisors, LLC
Financial planning fees generally range from $750 to $3,000
$0 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.75% $10,000,000+: 0.55%
$200 to $400 per hour depending on scope and complexity
549 North Wymore Road, Suite 109
Maitland, FL 32751
Florida
Aubry Wealth Advisory, LLC
2022 - Present (4 years)
GWN Securities, Inc.
2019 - 2022 (3 years)
Unemployed
2019 - 2019 (1 year)
AXA Advisors LLC
2018 - 2019 (1 year)
Unemployed/Student
2018 - 2018 (1 year)
Waterlogic
2018 - 2018 (1 year)
AXA Advisors, LLC
2017 - 2018 (1 year)
Guardian/Park Avenue
2016 - 2017 (1 year)
Aubry Financial
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, CFA®, Series 66
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Series 66
Orlando, FL
Triumph Private Wealth
CFP®, Series 63, Series 65
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Haysley Financial Services, Inc.
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