John Hanlon, financial advisor Egg Harbor Township NJ
86 score

John Hanlon

CRD Number: 1092690
Current Firm: Hanlon Investment Management, Inc.

John Hanlon (CRD# 1092690) is an Investment Advisor Representative working at Hanlon Investment Management, Inc. in Egg Harbor Township, NJ and has over 33 years of experience in the finance industry. John Hanlon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2003 - Current 13
Hanlon Investment Management, Inc. Egg Harbor Twp, NJ Mar 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John J. Hanlon
Phone Number: 609-601-1200
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    2,201
    MILLIONS
  • Total Number of Accounts
    18,492
    ACCOUNTS
  • Average Account Value
    $119,015
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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