AdvisorOS Directory
Claim Profile
LJ

Llewellyn Staughton Jones

RARITAN VALLEY CAPITAL MANAGEMENT LLC·WESTFIELD, New Jersey
Unclaimed Profile
240-244 NORTH AVE WEST, WESTFIELD, NJ 07090CRD# 4652369Firm CRD# 173664
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTFIELD?

Browse all registered financial advisors in WESTFIELD, New Jersey or claim this profile if it's yours.

Browse WESTFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTFIELD
Steven Joseph Giacona — ROUND TABLE SERVICES, LLCRobert Clifford Davis — ROUND TABLE SERVICES, LLCBrian James Power — GATEWAY ADVISORY, LLCJay Harold Flamme — GATEWAY ADVISORY, LLCLori Ann Weston — SL ADVISORS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile