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Llewellyn Staughton Jones

RARITAN VALLEY CAPITAL MANAGEMENT LLC·WESTFIELD, New Jersey
Clean recordRARITAN VALLEY CAPITAL MANAGEMENT LLC
240-244 NORTH AVE WEST, WESTFIELD, NJ 07090CRD# 4652369Firm CRD# 173664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Llewellyn Staughton Jones · WESTFIELD, NJ
Registration
CRD #4652369 · RARITAN VALLEY CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Llewellyn Staughton Jones is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with RARITAN VALLEY CAPITAL MANAGEMENT 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
RARITAN VALLEY CAPITAL MANAGEMENT LLC
RARITAN VALLEY CAPITAL MANAGEMENT LLC
AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RARITAN VALLEY CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: NEGOTIATED MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 4652369
Firm CRD# 173664
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Llewellyn Staughton Jones offer?
Llewellyn Staughton Jones specializes in Retirement Planning. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Llewellyn Staughton Jones's credentials?
Llewellyn Staughton Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Llewellyn Staughton Jones located?
Llewellyn Staughton Jones is based in WESTFIELD, New Jersey, working with RARITAN VALLEY CAPITAL MANAGEMENT LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Llewellyn Staughton Jones charge for services?
Llewellyn Staughton Jones's firm is compensated through performance-based fees, other: negotiated management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RARITAN VALLEY CAPITAL MANAGEMENT LLC?
RARITAN VALLEY CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RARITAN VALLEY CAPITAL MANAGEMENT LLC

Ilya Lisansky
WESTFIELD, NJ
Barry Jay Friedman
WESTFIELD, NJ
Paul Kornfeld
WESTFIELD, NJ
Derrick Lee Kaiser
WESTFIELD, NJ
Jeffrey Ezra Sassoon
WESTFIELD, NJ

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Research
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