Unclaimed Profile

John Joseph Hanlon

HANLON INVESTMENT MANAGEMENT, INC.·EGG HARBOR TWP., New Jersey

SIE, Series 5, Series 7, Series 24, Series 63, Series 99TOCFP24 years registeredHANLON INVESTMENT MANAGEMENT, INC.

3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ 08234CRD# 1092690Firm CRD# 118851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Hanlon · EGG HARBOR TWP., NJ

Registration

CRD #1092690 · HANLON INVESTMENT MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

VESTGEN ADVISORS, LLC

Dec 2024 – present

VESTGEN INVESTMENT MANAGEMENT

Mar 2003 – present

VESTBRIDGE ADVISORS, INC

Sep 2022 – Nov 2024

EGG HARBOR TOWNSHIP, NJ

SENTRA SECURITIES CORP

Mar 2003 – May 2003

NORTHFIELD, NJ

SENTRA SECURITIES CORP

Jul 2002 – Mar 2003

NORTHFIELD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · July 19, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

1989Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

VESTGEN INVESTMENT MANAGEMENT, LLC

CRD 118851 · SEC 801-60889

AUM

$607M

Regulatory assets under management

Employees

2,759 client accounts

Services offered by VESTGEN INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VESTGEN INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Hanlon offer?

John Joseph Hanlon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EGG HARBOR TWP., New Jersey for a consultation.

What are John Joseph Hanlon's credentials?

John Joseph Hanlon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Joseph Hanlon located?

John Joseph Hanlon is based in EGG HARBOR TWP., New Jersey, working with HANLON INVESTMENT MANAGEMENT, INC.. Their office serves clients in the EGG HARBOR TWP. metropolitan area and surrounding communities.

How does John Joseph Hanlon charge for services?

John Joseph Hanlon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANLON INVESTMENT MANAGEMENT, INC.?

HANLON INVESTMENT MANAGEMENT, INC. has approximately 26 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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