Jacinda Wesolowski, financial advisor Wall Township NJ
73 score

Jacinda Wesolowski

CRD Number: 5401016
Current Firm: Ameriprise Financial Services, Inc.

Jacinda Wesolowski (CRD# 5401016) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wall Township, NJ and has over 8 years of experience in the finance industry.

Similar Advisors
Ryan Morse, financial advisor Wall Township NJ
Ryan D. Morse
CRD# 4565886
Jersey Shore Portfolio Management, LLC
Score
103
Similar Advisors
Thomas Yorke, financial advisor Wall Township NJ
Thomas H. Yorke
CRD# 1499991
Oceanic Capital Management LLC
Score
103
Similar Advisors
Robert Joel, financial advisor Wall Township NJ
Robert W. Joel
CRD# 2049509
Salvus Wealth Management, LLC
Score
101
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Brielle, NJ Nov 2010 - Current 6
Artisan's Brewery And Italian Grill Toms River, NJ Aug 2010 - Oct 2010 < 1
Lpl Financial Manasquan, NJ Jun 2010 - Oct 2010 < 1
Asset & Income Management Manasquan, NJ Apr 2010 - Jun 2010 < 1
South City Grill Mountain Lakes, NJ Jun 2009 - Apr 2010 < 1
South City Grill Rochelle Park, NJ Oct 2008 - Jun 2009 < 1
Paramus Honda Paramus, NJ Jan 2008 - Oct 2008 < 1
Ameriprise Financial Services Inc. Saddle Brook, NJ Feb 2008 - Sep 2008 < 1
Mahagony Grill Manasquan, NJ Jun 2007 - Apr 2008 < 1
Thomson Financial New York, NY Jun 2006 - Sep 2007 1
Senton Hall University South Orange, NJ Sep 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jacinda A. Wesolowski
Phone Number: 612-671-3131
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
73

About Wealthminder

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.