John Hounsell (CRD# 7529040) is an Investment Advisor Representative working at Wiss Private Client Advisors, LLC in Florham Park, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wiss Private Client Advisors, LLC | Florham Park, NJ | Apr 2022 - Current | 2 |
Wiss Private Client Advisors, LLC | Florham Park, NJ | Aug 2021 - Apr 2022 | < 1 |
Nus Consulting Group | Park Ridge, NJ | Feb 2021 - Aug 2021 | < 1 |
Unemployed | Florham Park, NJ | Sep 2020 - Jan 2021 | < 1 |
Drew University | Madison, NJ | Aug 2019 - Aug 2020 | 1 |
The College Of New Jersey | Ewing, NJ | Aug 2015 - May 2019 | 3 |
Dick's Sporting Goods | Princeton, NJ | Oct 2017 - Aug 2018 | < 1 |
B Stewart Contractors, LLC | Mountain Lakes, NJ | Jun 2015 - Aug 2018 | 3 |
Planet Fitness | Hamilton, NJ | Aug 2017 - Oct 2017 | < 1 |
Mountain Lakes High School | Mountain Lakes, NJ | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- NJ
-
Total Assets Under Management540MILLIONS
-
Total Number of Accounts486ACCOUNTS
-
Average Account Value$1,110,494
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, NY, TX
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