Jason Gutman, financial advisor Clifton NJ
93 score

Jason Gutman

CRD Number: 4604930
Current Firm: Sax Wealth Advisors, LLC

Jason Gutman (CRD# 4604930) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Smf Financial Advisors, LLC Clifton, NJ Nov 2015 - Current 2
Lincoln Financial Advisors Paramus, NJ Oct 2013 - Nov 2015 2
Smf Financial Advisors, LLC Clifton, NJ Dec 2012 - Oct 2013 < 1
American Business New York, NY Aug 2012 - Aug 2013 1
Smf Financial Advisors, LLC Clifton, NJ Aug 2012 - Dec 2012 < 1
Bloomberg LP New York, NY Dec 2007 - Aug 2012 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY May 2004 - Dec 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Jun 2005
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Jason L. Gutman
Phone Number: 973-859-2199
Firm Website: http://www.saxwa.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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