Jean Masse
Jean Pierre Masse · Venice, Florida
Jean Masse is a fee-only financial advisor at Jean Pierre Masse in Venice, Florida. Jean Pierre Masse reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Jean Pierre Masse |
|---|---|
| Based in | Venice, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.5M across 20 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2842612 |
| Exams passed | Series 63 (1997) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jean's firm compares
- Jean Pierre Masse's average account is about $223,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Jean
Is Jean Masse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean holds no broker registration, and Jean Pierre Masse reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean charge for financial advice?
Jean's firm, Jean Pierre Masse, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jean Masse based?
Jean Masse is based in Venice, Florida.
Is Jean Masse registered with the SEC?
Yes. Jean Masse is registered as an investment adviser representative in FL (CRD 2842612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jean Pierre Masse manage?
Jean Pierre Masse reports $4.5M across 20 accounts in assets under management.
How do I contact Jean Masse?
Contact details aren't on file yet. Search for Jean Pierre Masse.
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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