Jennifer RobertsonCRD Number: 6897383
Current Firm: Goldman Sachs Ayco Personal Financial Management
Jennifer Robertson (CRD# 6897383) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Parsippany, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Goldman Sachs & Company LLC||New York, NY||Jan 2021 - Current||1|
|The Ayco Company, L.p./mercer Allied||Parsippany, NJ||Jan 2018 - Jan 2021||3|
|The Ayco Company, LP||Parsippany, NJ||Jan 2013 - Jan 2018||5|
|Old Mill Tavern||Chester, NJ||Oct 2001 - Mar 2013||11|
|Gymboree||Rockaway, NJ||Nov 2012 - Jan 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management31,819MILLIONS
Total Number of Accounts64,043ACCOUNTS
Average Account Value$496,833
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.