Mary Jane Callaghan, financial advisor Ramsey NJ

Mary Jane Callaghan

CRD Number: 1322750
Current Firm: Commonwealth Financial Network

Mary Jane Callaghan (CRD# 1322750) is an Investment Advisor Representative working at Commonwealth Financial Network in Ramsey, NJ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2004 - Current 19
Evergreen Financial Associates Ramsey, NJ Nov 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
Contact Info for Mary Jane Callaghan
Phone Number: 781-736-0700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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