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Jason M Kolinsky

KOLINSKY WEALTH MANAGEMENT, LLC·RAMSEY, New Jersey
Clean recordKOLINSKY WEALTH MANAGEMENT, LLC
500 N. FRANKLIN TURNPIKE, RAMSEY, NJ 07446CRD# 5569547Firm CRD# 153763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason M Kolinsky · RAMSEY, NJ
Registration
CRD #5569547 · KOLINSKY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason M Kolinsky is a registered financial advisor based in RAMSEY, New Jersey, affiliated with KOLINSKY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KOLINSKY WEALTH MANAGEMENT, LLC
KOLINSKY WEALTH MANAGEMENT, LLC
AUM
$401M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KOLINSKY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5569547
Firm CRD# 153763
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason M Kolinsky offer?
Jason M Kolinsky specializes in Financial Planning, Investment Management. Contact their office in RAMSEY, New Jersey for a consultation.
What are Jason M Kolinsky's credentials?
Jason M Kolinsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason M Kolinsky located?
Jason M Kolinsky is based in RAMSEY, New Jersey, working with KOLINSKY WEALTH MANAGEMENT, LLC. Their office serves clients in the RAMSEY metropolitan area and surrounding communities.
How does Jason M Kolinsky charge for services?
Jason M Kolinsky's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOLINSKY WEALTH MANAGEMENT, LLC?
KOLINSKY WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOLINSKY WEALTH MANAGEMENT, LLC

Steven Ira Kolinsky
RAMSEY, NJ
Chad Kolinsky
RAMSEY, NJ

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