Wealth Quarterback LLC

Wealth Quarterback LLC (CRD# 282967) is a financial advisory firm headquartered in Toms River, NJ. They manage $288,076,283 in 1,740 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1400 Hooper Ave, Toms River, NJ 08753
https://www.jalinski.org
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    1,740
    ACCOUNTS
  • Average Account Value
    $165,561
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, DE, FL, MA, MO, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Wealth Quarterback LLC
Showing 1 - 4 of 4 top financial advisors.
1
Josh Jalinski, financial advisor Toms River NJ
Josh A. Jalinski
CRD#: 5035951
1400 Hooper Ave, Toms River, NJ 08753

Josh Jalinski (CRD# 5035951) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 15 years of experience in the finance industry.

2
Christopher Meyer, financial advisor Toms River NJ
Christopher W. Meyer
CRD#: 5999135
1400 Hooper Ave, Toms River, NJ 08753

Christopher Meyer (CRD# 5999135) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 10 years of experience in the finance industry.

3
Paul Murphy, financial advisor Toms River NJ
Paul W. Murphy
CRD#: 1130211
1400 Hooper Ave, Toms River, NJ 08753

Paul Murphy (CRD# 1130211) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 11 years of experience in the finance industry.

4
Howard Bernheim, financial advisor Holland PA
Howard L. Bernheim
CRD#: 1146051
Holland, PA

Howard Bernheim (CRD# 1146051) is an Investment Advisor Representative working at Wealth Quarterback LLC in Holland, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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