Journey Strategic Wealth LLC
Journey Strategic Wealth LLC (CRD# 310648) is a financial advisory firm headquartered in Summit, NJ. They manage $2,726,392,525 in 1,547 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management2,726MILLION
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Total Number of Accounts1,547ACCOUNTS
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Average Account Value$1,762,374
- 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
Brett Agnew (CRD# 2383018) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 5 years of experience in the finance industry. Brett Agnew 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.