Justin Erfer, financial advisor Parsippany NJ
90 score

Justin Erfer

CRD Number: 6079168
Current Firm: Summit Equities Inc.

Justin Erfer (CRD# 6079168) is an Investment Advisor Representative working at Summit Equities Inc. in Parsippany, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Equities, Inc. Parsippany, NJ Aug 2016 - Current 1
Summit Financial Resources, Inc. Parsippany, NJ Aug 2016 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Aug 2016 < 1
Northwestern Mutual Investment Services, LLC New York, NY Sep 2015 - Aug 2016 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2012 - Aug 2016 4
Northwestern Mutual Investment Services, LLC New York, NY Sep 2015 - Mar 2016 < 1
Northwestern Mutual Investment Services, LLC Radnor, PA Jul 2014 - Sep 2015 1
Northwestern Mutual Investment Services, LLC Radnor, PA Oct 2013 - Sep 2015 1
University Of Pittsburgh Pittsburgh, PA Aug 2009 - May 2012 2
Jefferson University Physicians, Department Of Otolaryngology Philadelphia, PA Jul 2010 - Oct 2011 1
Primerica Philadelphia, PA Jun 2011 - Aug 2011 < 1
Wayne Art Supplies And Custom Framing Wayne, PA Sep 2005 - May 2010 4
Wawa, Inc. Byrn Mawr, PA Jun 2008 - Aug 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Justin B. Erfer
Phone Number: 973-285-3670
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,600
    MILLIONS
  • Total Number of Accounts
    5,951
    ACCOUNTS
  • Average Account Value
    $436,898
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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