Unclaimed Profile

Jason M Kolinsky

KOLINSKY WEALTH MANAGEMENT, LLC·RAMSEY, New Jersey

SIE, Series 7, Series 14, Series 24, Series 63, Series 65, Series 99TOCFPClean record15 years registeredKOLINSKY 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 · 15 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Apr 2025 – present

AMERICAN PORTFOLIOS ADVISORS, INC

Sep 2013 – Jan 2020

HOLBROOK, NY

KOLINSKY WEALTH MANAGEMENT, LLC

Aug 2010 – Sep 2025

RAMSEY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · August 19, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOLINSKY WEALTH MANAGEMENT, LLC

CRD 153763 · SEC 801-71410

AUM

$401M

Regulatory assets under management

Employees

1,298 client accounts

Services offered by KOLINSKY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOLINSKY WEALTH MANAGEMENT, LLC →

Introduction

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

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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