Jeffrey Lee Stouffer
Advisor at Mercantile Advisors, LLC — Camp Hill, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
16 years
Location
Camp Hill, PA
Mercantile Advisors, LLC
Independent
Total advisors
1Clients per advisor
3 LowAvg AUM per client
$41,773 Very LowHNW client ratio
0% LowJeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.
Based on Mercantile Advisors, LLC
Based on Mercantile Advisors, LLC
Financial planning fees priced on a fixed basis depending on complexity, range $250 to $2,500
$0 - $250,000: 1.50% $250,000 - $500,000: 1.35% $500,000 - $750,000: 1.20% $750,000 - $1,000,000: 1.00%
$75 to $150 per hour, negotiable
Account minimum: $25,000 Fee-only: Financial planning fees range from $250 to $2,500, negotiable; Hourly consulting fees range from $75 to $150 per hour, negotiable
Camp Hill, PA
Camp Hill PA
Advisors at this office
1
Pennsylvania · Texas · Virginia
16 years of industry experience
Mercantile Advisors, LLC
2013 - Present • 13 years
Alexandria, VA
Kingsview Wealth Management, LLC
2010 - 2016 • 6 years
Alexandria, VA
BB&T Investment Services, Inc.
2010 - 2010 • 1 year
Charlotte, NC
Ridgeway Conger Advisory Services
2009 - 2010 • 1 year
Uvest Financial Services Group, Inc.
2008 - 2008 • 1 year
Falls Church, VA
Capital Advisors
2007 - 2008 • 1 year
Middleburg, VA
ON Investment Management CO
2006 - 2006 • 1 year
Mechanicsburg, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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