1-800-401k Plan.com, LLC

1-800-401k Plan.com, LLC (CRD# 134180) is a financial advisory firm headquartered in , . They manage $8,347,490 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $491,029
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at 1-800-401k Plan.com, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Gross, financial advisor Pennington NJ
Jeffrey E. Gross
CRD#: 1842949
106 West Franklin Ave, Pennington, NJ 08534

Jeffrey Gross (CRD# 1842949) is an Investment Advisor Representative working at 1-800-401k Plan.com, LLC in Pennington, NJ and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals