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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Era Capital Management LLC 6 years Aug 2013 - Present
Era Capital Management LLC 6 years, 2 months Jun 2013 - Present
LPL Financial LLC 4 years Aug 2009 - Aug 2013
Asset Advisors, LLC 4 years Aug 2009 - Aug 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jacob Deschenes

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 4, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Aug. 6, 2019
    • $6.4M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 35
      number of clients
    • $182.9K
      Estimated Average Account Balance Per Client

Era Capital Management LLC

Last updated on Sept. 5, 2017
    • $6.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 35
      Accounts
    • $182.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements