Jamie Lyn Englebert
Investment adviser representative at Englebert Financial Advisers, LLC
12 yearsExperience
2 statesRegistered in
$156.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Englebert Financial Advisers, LLCJan 2019 to now
- Beirne Wealth Consulting Services, LLCJan 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Englebert Financial Advisers, LLC
$156.6MAssets managed
297Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3046551
- Firm CRD
- 300568