Josh Jalinski, financial advisor Toms River NJ

Josh Jalinski

CRD Number: 5035951
Current Firm: Wealth Quarterback LLC

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.

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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
Contact Info for Josh A. Jalinski
Phone Number: 732-965-8190
Firm Website: https://www.jalinski.org
Registered State(s):
  • CT
  • DE
  • NJ
  • NY
  • NC
  • PA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    288
    MILLIONS
  • Total Number of Accounts
    1,740
    ACCOUNTS
  • Average Account Value
    $165,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

CT, DE, FL, MA, MO, NC, NH, NJ, NY, PA, SC, TX, VA

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