Hj Wealth Management LLC
Hj Wealth Management LLC (CRD# 139160) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $446,456,513 in 1,153 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management446MILLION
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$387,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
DE, FL, NE, NJ, NY, PA, TX
Brian Kohute (CRD# 4163553) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 17 years of experience in the finance industry.
Daniel McCusker (CRD# 3261229) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 16 years of experience in the finance industry. Daniel McCusker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Troy Moyer (CRD# 4873449) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 12 years of experience in the finance industry. Troy Moyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jay Heller (CRD# 2742625) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 21 years of experience in the finance industry.
Maxwell Heller (CRD# 5648359) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 7 years of experience in the finance industry.
Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 5 years of experience in the finance industry.
Ira Brownstein (CRD# 5798265) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has 1 year of experience in the finance industry.