Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC (CRD# 169588) is a financial advisory firm headquartered in Gladstone, NJ. They manage $468,456,626 in 1,070 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $437,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, CT, FL, GA, IL, MA, NH, NJ, NV, NY, PA, TX, VA, VT

Financial Advisors at Oliver Luxxe Assets LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew L. Biedron
CRD#: 6743177
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Matthew Biedron (CRD# 6743177) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 3 years of experience in the finance industry.

2
Brad D. Jacobson
CRD#: 2253013
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Brad Jacobson (CRD# 2253013) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 27 years of experience in the finance industry.

3
James R. Lynch
CRD#: 1533141
17 Mendham Road, Suite 200, Gladstone, NJ 07934

James Lynch (CRD# 1533141) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 34 years of experience in the finance industry. James Lynch 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
Joseph M. Sharma
CRD#: 2686038
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Joseph Sharma (CRD# 2686038) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 24 years of experience in the finance industry.

5
Joseph C. Trucano
CRD#: 5799231
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Joseph Trucano (CRD# 5799231) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 8 years of experience in the finance industry.

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