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 23 states (or territories).
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Total Assets Under Management3,070MILLION
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Total Number of Accounts1,898ACCOUNTS
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Average Account Value$1,617,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DC, FL, IL, KS, MA, MN, MO, NC, NE, NJ, NM, NY, OK, TX, UT, VA, VT, WA, WI, WY
Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Seattle, WA and has over 15 years of experience in the finance industry.
Kathleen Barlow (CRD# 6101970) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 11 years of experience in the finance industry.
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.
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.
Melissa Clark (CRD# 5791212) 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.
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.
Mark Lebida (CRD# 4943261) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 18 years of experience in the finance industry.
Angela Lessor (CRD# 5445839) 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.
Kerry Meath-Sinkin (CRD# 6555858) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 8 years of experience in the finance industry.
Mark Newfield (CRD# 5056454) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Richmond, VA and has over 18 years of experience in the finance industry.