Jeffrey GittermanCRD Number: 1910332
Current Firm: Gitterman Wealth Management, LLC
Jeffrey Gitterman (CRD# 1910332) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 25 years of experience in the finance industry.
Legacy Care Wealth, LLC
Axa Advisors, LLC
|Gitterman Wealth Management, LLC||Edison, NJ||Aug 2014 - Current||3|
|Triad Advisors, Inc.||Norcorss, GA||May 2010 - Current||7|
|Beyond Success Consulting||Woodbridge, NJ||Mar 2009 - Current||8|
|Broker's Insurance||Jenkintown, PA||Jan 2007 - Current||10|
|Gitterman And Associates Wealth Management, LLC||Woodbridge, NJ||Aug 2008 - Aug 2014||6|
|Ing Financial Advisers, LLC||Woodbridge, NJ||May 2002 - May 2010||8|
|Ing||Woodbridge, NJ||Nov 2000 - May 2010||9|
|Gitterman & Sacks, LLC||Woodbridge, NJ||Jun 2000 - Aug 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1992|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management353MILLIONS
Total Number of Accounts1,357ACCOUNTS
Average Account Value$259,952
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, MD, NJ, NY, PA, TX
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