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James Waskovich Jr.

PRINCETON EQUITY ADVISORS, LP·PRINCETON, New Jersey
Clean recordPRINCETON EQUITY ADVISORS, LP
47 HULFISH STREET, PRINCETON, NJ 08542CRD# 7285261Firm CRD# 310405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Waskovich Jr. · PRINCETON, NJ
Registration
CRD #7285261 · PRINCETON EQUITY ADVISORS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Waskovich Jr. is a registered financial advisor based in PRINCETON, New Jersey, affiliated with PRINCETON EQUITY ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PRINCETON EQUITY ADVISORS, LP
PRINCETON EQUITY GROUP
AUM
$1.4B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PRINCETON EQUITY ADVISORS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7285261
Firm CRD# 310405
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Waskovich Jr. offer?
James Waskovich Jr. specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are James Waskovich Jr.'s credentials?
James Waskovich Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Waskovich Jr. located?
James Waskovich Jr. is based in PRINCETON, New Jersey, working with PRINCETON EQUITY ADVISORS, LP. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does James Waskovich Jr. charge for services?
James Waskovich Jr.'s firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCETON EQUITY ADVISORS, LP?
PRINCETON EQUITY ADVISORS, LP has approximately 17 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRINCETON EQUITY ADVISORS, LP

Austin Thomas Cade
PRINCETON, NJ
Douglas Liam Kennealey
PRINCETON, NJ

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Research
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