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).
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Total Assets Under Management2,622MILLION
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Total Number of Accounts742ACCOUNTS
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Average Account Value$3,533,163
- 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
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.