Joseph Serzan, financial advisor Manasquan NJ
89 score

Joseph Serzan

CRD Number: 6237560
Current Firm: Edward Jones

Joseph Serzan (CRD# 6237560) is an Investment Advisor Representative working at Edward Jones in Manasquan, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2013 - Current 3
The Star-ledger/new Jersey Local News Service Newark, NJ Jan 2009 - Aug 2013 4
Gannett/home News Tribune/courier News East Brunswick, NJ May 2008 - Jan 2009 < 1
Cranford Chronicle/record-press Clark, NJ Jun 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Joseph E. Serzan
Phone Number: 314-515-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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