Cynthia Jabr
Cynthia Jabr is a CFP-designated registered investment advisor at Brand New Day Wealth Planning, LLC, based in Los Angeles, CA, with 13 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
BNDWP offers ongoing financial planning for a recurring monthly fee, ranging from $100 to $500. The fee depends on the client's needs, complexity, and the time and resources required.
- Comprehensive financial plan — $3,500 - $6,500, depending on the client's needs and complexity.
- Project-based financial planning — $2,000 - $3,000, or $250 per hour, depending on the project.
Contact
Cynthia Jabr
Location
8255 Beverly Blvd, Los Angeles, CA, 90048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brand New Day Wealth Planning, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams