Jost Financial Management Corp.

Jost Financial Management Corp. (CRD# 117894) is a financial advisory firm headquartered in Green Brook Township, NJ. They manage $4,000,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $285,714
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Jost Financial Management Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Peter C. Derosa
CRD#: 713115
7 Red Bud Lane, Green Brook Township, NJ 08812
96
Wealthminder
score

Peter Derosa (CRD# 713115) is an Investment Advisor Representative working at Jost Financial Management Corp. in Green Brook Township, NJ and has over 29 years of experience in the finance industry. Peter Derosa 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.

2
Stephen M. Derosa
CRD#: 5310914
7 Red Bud Lane, Green Brook Township, NJ 08812
93
Wealthminder
score

Stephen Derosa (CRD# 5310914) is an Investment Advisor Representative working at Jost Financial Management Corp. in Green Brook Township, NJ and has over 5 years of experience in the finance industry.

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