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JM

Jean P. Masse

J. PIERRE MASSE
Chapel Hill, NC 27517-7584
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CRD#: 2842612
JM

Professional summary


Jean Pierre Masse, who also goes by J Pierre Masse, Pierre Masse, is a registered financial advisor currently at J. PIERRE MASSE located in Chapel Hill, North Carolina.

Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jean has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


J Pierre Masse | Pierre Masse

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jean Pierre Masse's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 25, 2011 - Present

J. PIERRE MASSE

Office #1: 510 Meadowmont Village Circle #360, Chapel Hill, NC 27517-7584
RIA
CRD#: 158452
Chapel Hill, NC
Past

August 22, 2002 - July 19, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

August 9, 2002 - July 19, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

February 18, 1997 - August 30, 2002

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(7/25/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/21/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JP
J. PIERRE MASSE
J. PIERRE MASSE | MASSE, JEAN PIERRE | MASSE, J. PIERRE

CRD#: 158452 / SEC#:

North Carolina
Registered Investment Advisory firm - (7/25/2011 Approved)
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Contact information


Main Address
510 Meadowmont Village Circle #360, Chapel Hill, NC 27517-7584
Mailing Address
Phone number
(704) 201-1842
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 3,545,357

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J. PIERRE MASSE

CRD#: 158452Chapel Hill, NC 27517-7584

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