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Josh Adam Jalinski

WEALTH QUARTERBACK LLC·TOMS RIVER, New Jersey
SIE, Series 6, Series 7, Series 24, Series 66Clean record17 years registeredWEALTH QUARTERBACK LLC
1400 HOOPER AVE, TOMS RIVER, NJ 08753CRD# 5035951Firm CRD# 282967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Josh Adam Jalinski · TOMS RIVER, NJ
Registration
CRD #5035951 · WEALTH QUARTERBACK LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

WEALTH QUARTERBACK LLC
Apr 2016 – present
J. W. COLE ADVISORS, INC.
Oct 2013 – May 2016
TOMS RIVER, NJ
TFS ADVISORY SERVICES
Sep 2008 – Oct 2013
TOMS RIVER, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 66
Registration record
First registered · September 22, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH QUARTERBACK LLC
CRD 282967 · SEC 801-117034
AUM
$288M
Regulatory assets under management
Employees
10
1,740 client accounts
Services offered by WEALTH QUARTERBACK LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WEALTH QUARTERBACK LLC →
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05

Frequently Asked Questions

What services does Josh Adam Jalinski offer?
Josh Adam Jalinski specializes in Financial Planning, Investment Management. Contact their office in TOMS RIVER, New Jersey for a consultation.
What are Josh Adam Jalinski's credentials?
Josh Adam Jalinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josh Adam Jalinski located?
Josh Adam Jalinski is based in TOMS RIVER, New Jersey, working with WEALTH QUARTERBACK LLC. Their office serves clients in the TOMS RIVER metropolitan area and surrounding communities.
How does Josh Adam Jalinski charge for services?
Josh Adam Jalinski's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH QUARTERBACK LLC?
WEALTH QUARTERBACK LLC has approximately 10 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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