Jeffrey Nmn Mastronardo
Investment adviser representative at Financial Coach
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$397.3MFirm assets
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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
Experience
27 years in the industry.
- Financial CoachMay 2014 to now
- Fc Advisory, LLCFeb 2014 to now
- The Financial Coach GroupOct 1999 to now
- LPL Financial, LLCNov 2007 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Financial Coach
Legal name: Fc Advisory, LLC
$397.3MAssets managed
253Clients
5Advisers
11 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
- 4062720
- Firm CRD
- 170478