Jamie Englebert
Englebert Financial Advisers · Allentown, Pennsylvania
Jamie Englebert is a fee-only financial advisor at Englebert Financial Advisers in Allentown, Pennsylvania. Englebert Financial Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Englebert Financial Advisers |
|---|---|
| Based in | Allentown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $156.6M across 615 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 3046551 |
| Exams passed | Series 63 (2000) · Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cenglebert.cardtapp.com |
| Profile |
How Jamie's firm compares
- Englebert Financial Advisers's average account is about $255,000, from its Form ADV (assets managed divided by 615 accounts).
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Questions about Jamie
Is Jamie Englebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and Englebert Financial Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, Englebert Financial Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jamie Englebert based?
Jamie Englebert is based in Allentown, Pennsylvania.
Is Jamie Englebert registered with the SEC?
Yes. Jamie Englebert is registered as an investment adviser representative in PA and TX (CRD 3046551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Englebert Financial Advisers manage?
Englebert Financial Advisers reports $156.6M across 615 accounts in assets under management.
How do I contact Jamie Englebert?
Through Jamie's website, cenglebert.cardtapp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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