Wealth Quarterback LLC

Wealth Quarterback LLC (CRD# 282967) is a financial advisory firm headquartered in Toms River, NJ. They manage $63,900,000 in 605 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $105,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CT, NJ, NY, PA, TX

Financial Advisors at Wealth Quarterback LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul W. Murphy
CRD#: 1130211
1400 Hooper Ave, Toms River, NJ 08753
96
Wealthminder
score

Paul Murphy (CRD# 1130211) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 5 years of experience in the finance industry. Paul Murphy 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.

2
Josh A. Jalinski
CRD#: 5035951
1400 Hooper Ave, Toms River, NJ 08753
93
Wealthminder
score

Josh Jalinski (CRD# 5035951) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 9 years of experience in the finance industry.

3
Christopher W. Meyer
CRD#: 5999135
1400 Hooper Ave, Toms River, NJ 08753
90
Wealthminder
score

Christopher Meyer (CRD# 5999135) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 4 years of experience in the finance industry.

4
Paul M. Orme
CRD#: 6750718
1400 Hooper Ave, Toms River, NJ 08753
88
Wealthminder
score

Paul Orme (CRD# 6750718) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has 1 year of experience in the finance industry.

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