Journey Strategic Wealth LLC

Journey Strategic Wealth LLC (CRD# 310648) is a financial advisory firm headquartered in Summit, NJ. They manage $2,621,607,132 in 742 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,622
    MILLION
  • Total Number of Accounts
    742
    ACCOUNTS
  • Average Account Value
    $3,533,163
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
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.

CA, CO, FL, NJ, NY, UT, VA, VT, WA

Financial Advisors at Journey Strategic Wealth LLC
Showing 1 - 10 of 11 top financial advisors.
1
Laurie M. Adams
CRD#: 5650164
104 Summit Avenue, Summit, NJ 07901

Laurie Adams (CRD# 5650164) 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.

2
Kathleen Barlow
CRD#: 6101970
104 Summit Avenue, Summit, NJ 07901

Kathleen Barlow (CRD# 6101970) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 10 years of experience in the finance industry.

3
Kristin A. Bartlow
CRD#: 5712406
104 Summit Avenue, Summit, NJ 07901

Kristin Bartlow (CRD# 5712406) 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. Kristin Bartlow 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.

4
Michael C. Brown
CRD#: 715584
104 Summit Avenue, Summit, NJ 07901

Michael Brown (CRD# 715584) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 35 years of experience in the finance industry.

5
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 11 years of experience in the finance industry.

6
Brian R. Flynn
CRD#: 5889062
104 Summit Avenue, Summit, NJ 07901

Brian Flynn (CRD# 5889062) 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.

7
Mark E. Lebida
CRD#: 4943261
104 Summit Avenue, Summit, NJ 07901

Mark Lebida (CRD# 4943261) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 17 years of experience in the finance industry.

8
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 13 years of experience in the finance industry. Angela Lessor 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.

9
Mark J. Newfield
CRD#: 5056454
1700 Bayberry Court, Suite 203, Richmond, VA 23226

Mark Newfield (CRD# 5056454) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Richmond, VA and has over 17 years of experience in the finance industry. Mark Newfield 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.

10
Kevin D. Rinow
CRD#: 5890805
104 Summit Avenue, Summit, NJ 07901

Kevin Rinow (CRD# 5890805) 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. Kevin Rinow 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.

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