Josh Jalinski (CRD# 5035951) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 15 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6728845
Ades Wealth Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Quarterback LLC | Toms River, NJ | Mar 2016 - Current | 8 |
Jalinski Advisory Group, Inc. | Toms River, NJ | Jan 2007 - Current | 17 |
American Portfolios Financial Services, Inc. | Holbrook, NY | Sep 2016 - Jan 2021 | 4 |
J.w. Cole Financial, Inc. | Tampa, FL | Oct 2013 - May 2016 | 2 |
J.w. Cole Advisors, Inc. | Tampa, FL | Oct 2013 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- CT
- DE
- NJ
- NY
- NC
- PA
- TX
- VA
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts1,740ACCOUNTS
-
Average Account Value$165,561
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, DE, FL, MA, MO, NC, NH, NJ, NY, PA, SC, TX, VA
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