Jann Catto (CRD# 4608680) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Wyckoff, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Portfolio Partners, LLC | Wyckoff, NJ | May 2016 - Current | 1 |
| Insight Private Advisors, LLC | Wyckoff, NJ | Jan 2014 - Current | 4 |
| Lpl Financial LLC | Wyckoff, NJ | Jun 2013 - Current | 4 |
| Tlc Financial / Tlc Divorce | Wyckoff, NJ | Jun 2013 - Current | 4 |
| Guardian Life Insurance Co Of America | Paramus, NJ | Jan 2007 - May 2013 | 6 |
| Park Avenue Securities LLC | Paramus, NJ | Jan 2007 - May 2013 | 6 |
| Certified Financial Services | Paramus, NJ | Jan 2006 - May 2013 | 7 |
| Park Ave Securities | Cranford, NJ | Jun 2004 - Dec 2006 | 2 |
| Guardian Life Ins Co | Cranford, NJ | Jun 2004 - Dec 2006 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- NJ
-
Total Assets Under Management402MILLIONS
-
Total Number of Accounts1,597ACCOUNTS
-
Average Account Value$251,847
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DE, FL, GA, MA, MD, MO, NC, NE, NJ, NV, NY, PA, SC, TX, VA
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