Investment adviser · CRD 309952

JE ENTERPRISE

Investment adviser filing (IA)

STEP2 INITIATIVE

· Form ADV filed Sep 7, 2020

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 7, 2020. View historical filings

Reported services

Financial planning

Compensation

Subscription

Principal office

CRD 309952

Filing source

Form ADV 1455256 · Sep 7, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.