Advisor at JP Law and Wealth Advisors PLLC
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Firm
JP Law and Wealth Advisors PLLC
Location
Maitland, FL 32751
Credentials
Series 63, Series 66
Industry experience
7 years
Laurore Jean Pierre is a financial advisor at JP Law and Wealth Advisors PLLC in Maitland, FL, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, Charles Schwab, SunTrust Bank, and Wells Fargo. Ms. Jean Pierre is also a licensed attorney and provides legal services through her firm. JP Law and Wealth Advisors offers tailored asset-allocation advice and written financial planning to individuals, charitable organizations, and small businesses. The firm combines technical and fundamental analysis with modern portfolio theory, primarily using model portfolios and third-party money managers for implementation, and operates a fixed-fee planning model without discretionary management or custody of client assets.
Based on JP Law and Wealth Advisors PLLC
Based on JP Law and Wealth Advisors PLLC
Fixed fee for financial planning and advisory services, between $1,200 and $2,000.
Account minimum: $5,000 (may be waived at discretion) Fee-only: Fixed fee between $1,200 and $2,000 for financial planning and advisory services, billed with 30% deposit and remaining balance billed monthly over 5 months.
555 Winderley Place, 300
Maitland, FL 32751
Florida
JP Law and Wealth Advisors PLLC
2021 - Present (5 years)
JP Law and Wealth Advisors PLLC
2021 - Present (5 years)
Tetra Tech, Inc.
2021 - 2021 (1 year)
Merrill
2020 - 2021 (1 year)
Charles Schwab
2017 - 2020 (3 years)
SunTrust Bank
2017 - 2017 (1 year)
FAMU College of Law
2016 - 2020 (4 years)
Wells Fargo
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
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Lawyer
They provide legal services, typically billed separately.
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.
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
Orlando, FL
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Series 65
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Empire Financial Group, LLC
CFP®, Series 66
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Gen2 Advisors, LLC
CFP®, CFA®, Series 66
Orlando, FL
Jake Carris Financial Planning
Series 66
Orlando, FL
Triumph Private Wealth
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
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