Journey Strategic Wealth LLC

Journey Strategic Wealth LLC (CRD# 310648) is a financial advisory firm headquartered in Summit, NJ. They manage $3,069,968,934 in 1,898 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
47 Maple Street, Suite 104, Summit, NJ 07901
https://journeysw.com
By the Numbers
  • Total Assets Under Management
    3,070
    MILLION
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $1,617,476
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, ID, IL, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OK, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Journey Strategic Wealth LLC
Showing 1 - 10 of 14 top financial advisors.
1
Laurie Adams, financial advisor Summit NJ
Laurie M. Adams
CRD#: 5650164
47 Maple Street, Suite 104, Summit, NJ 07901

Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 15 years of experience in the finance industry.

2
Ted Albrecht, financial advisor Tampa FL
Ted E. Albrecht
CRD#: 4150771
13919 Carrollwood Village Run, Tampa, FL 33618

Ted Albrecht (CRD# 4150771) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Tampa, FL and has over 24 years of experience in the finance industry.

3
Kathleen Barlow, financial advisor Summit NJ
Kathleen Barlow
CRD#: 6101970
47 Maple Street, Suite 104, Summit, NJ 07901

Kathleen Barlow (CRD# 6101970) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 12 years of experience in the finance industry.

4
Kristin Bartlow, financial advisor Summit NJ
Kristin A. Bartlow
CRD#: 5712406
47 Maple Street, Suite 104, Summit, NJ 07901

Kristin Bartlow (CRD# 5712406) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 14 years of experience in the finance industry.

5
Michael Brown, financial advisor Summit NJ
Michael C. Brown
CRD#: 715584
47 Maple Street, Suite 104, Summit, NJ 07901

Michael Brown (CRD# 715584) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 36 years of experience in the finance industry.

6
Melissa Clark, financial advisor Richmond VA
Melissa A. Clark
CRD#: 5791212
1700 Bayberry Court, Suite 203, Richmond, VA 23226

Melissa Clark (CRD# 5791212) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Richmond, VA and has over 13 years of experience in the finance industry.

7
Brian Flynn, financial advisor Summit NJ
Brian R. Flynn
CRD#: 5889062
47 Maple Street, Suite 104, Summit, NJ 07901

Brian Flynn (CRD# 5889062) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 13 years of experience in the finance industry.

8
Michael Labarbera, financial advisor Summit NJ
Michael D. Labarbera
CRD#: 4178878
47 Maple Street, Suite 104, Summit, NJ 07901

Michael Labarbera (CRD# 4178878) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 16 years of experience in the finance industry.

9
Mark Lebida, financial advisor Summit NJ
Mark E. Lebida
CRD#: 4943261
47 Maple Street, Suite 104, Summit, NJ 07901

Mark Lebida (CRD# 4943261) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 19 years of experience in the finance industry.

10
Angela Lessor, financial advisor Richmond VA
Angela P. Lessor
CRD#: 5445839
1700 Bayberry Court, Suite 203, Richmond, VA 23226

Angela Lessor (CRD# 5445839) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Richmond, VA and has over 14 years of experience in the finance industry.

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