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Jonathan Jacob Kalafer

INTELLIGRATION LLC·SUMMIT, New Jersey
Clean recordINTELLIGRATION LLC
7 CEDAR STREET SUITE D, SUMMIT, NJ 07901CRD# 6861190Firm CRD# 290169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Jacob Kalafer · SUMMIT, NJ
Registration
CRD #6861190 · INTELLIGRATION LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Jacob Kalafer is a registered financial advisor based in SUMMIT, New Jersey, affiliated with INTELLIGRATION LLC. 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
INTELLIGRATION LLC
INTELLIGRATION LLC
AUM
$31M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INTELLIGRATION LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6861190
Firm CRD# 290169
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Jacob Kalafer offer?
Jonathan Jacob Kalafer specializes in Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Jonathan Jacob Kalafer's credentials?
Jonathan Jacob Kalafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Jacob Kalafer located?
Jonathan Jacob Kalafer is based in SUMMIT, New Jersey, working with INTELLIGRATION LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Jonathan Jacob Kalafer charge for services?
Jonathan Jacob Kalafer'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 INTELLIGRATION LLC?
INTELLIGRATION LLC has approximately 9 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTELLIGRATION LLC

Ronald Scott Rosenberg
SUMMIT, NJ
Steven Barry Kalafer
SUMMIT, NJ
Joshua Taylor Kalafer
SUMMIT, NJ
Mark Carey Rosenthal
SUMMIT, NJ
Salvatore Magnone
SUMMIT, NJ

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