Jean Pierre Masse
Firm details
- Headquarters
- Venice, Florida
- CRD number
- 158452
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jean Pierre Masse operates as a sole-proprietorship independent registered investment advisor serving individual and family clients. The practice focuses on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: percentage-of-AUM arrangements are offered alongside hourly and fixed-fee engagements. The adviser does not characterize itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents16%
- US Government Bonds8%
- State & Local Bonds4%
Contacts
1 of 1Jean Masse
Sole ProprietorCRD 2842612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Venice, FL
Sarasota
Location
Venice, FL
Headquartered in Venice, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 12280 Wellen Golf St
- Time zone
- ET (UTC-5)
- Office locations
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