Jersey Shore Financial Advisors LLC

Jersey Shore Financial Advisors LLC (CRD# 143748) is a financial advisory firm headquartered in Tinton Falls, NJ. They manage $18,886,761 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
55 Gilbert Street N, Suite 3103, Tinton Falls, NJ 07724
http://www.jerseyshorefa.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $472,169
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Jersey Shore Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Duffy, financial advisor Tinton Falls NJ
Thomas J. Duffy
CRD#: 2552103
55 Gilbert Street N, Suite 3103, Tinton Falls, NJ 07724

Thomas Duffy (CRD# 2552103) is an Investment Advisor Representative working at Jersey Shore Financial Advisors LLC in Tinton Falls, NJ and has over 28 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.

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