Derek Wittjohann (CRD# 5715298) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 13 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 |
|---|---|---|---|
| Premier Path Wealth Partners | Madison, NJ | Apr 2023 - Current | 1 |
| Bank Of America, N.a. | Florham Park, NJ | Jul 2010 - Apr 2023 | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jun 2010 - Apr 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management814MILLIONS
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Total Number of Accounts1,622ACCOUNTS
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Average Account Value$502,140
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, NH, NJ, NY, OH, PA, TX
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