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
Jersey Shore Financial Advisors LLC
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts40ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Jersey Shore Financial Advisors LLC
1
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.
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