Beaver Falls, PA 7th Ave. Office

Team
Updated today

Client AUM

$5,037,372,708

Clients

11,019

Advisors

3

Of 113 advisors across 52 offices

Location

621 7th Ave.

Beaver Falls PA 15010

Advisors at this office

3

Advisors at this office

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Jesse P

CFP®, Series 66

Beaver Falls, PA

Western Wealth Management LLC

Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Jan J

Series 63, Series 65

Beaver Falls, PA

Western Wealth Management LLC

Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Samuel B

CFP®, Series 66

Beaver Falls, PA

Western Wealth Management LLC

Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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