Paul Jetter, financial advisor Holmdel NJ

Paul Jetter

CRD Number: 1077783
Current Firm: Private Portfolio Partners, LLC

Paul Jetter (CRD# 1077783) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 35 years of experience in the finance industry. Paul Jetter 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
Private Portfolio Partners, LLC Holmdel, NJ Apr 2016 - Current 7
Lpl Financial LLC Holmdel, NJ Mar 2014 - Current 10
Insight Private Advisors, LLC Holmdel, NJ Mar 2014 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Paul D. Jetter
Phone Number: 201-939-6644
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    825
    MILLIONS
  • Total Number of Accounts
    2,643
    ACCOUNTS
  • Average Account Value
    $312,240
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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WI

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