WEALTH QUARTERBACK LLC

TOMS RIVER, New Jersey·2 registered advisors·CRD# 282967
SEC# 801-11703417732-965-8190
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH QUARTERBACK LLC

2 registered advisors
Josh Adam Jalinski
TOMS RIVER, New Jersey
Thomas James Clancy
TOMS RIVER, New Jersey
05

Office Locations

TOMS RIVER, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. WEALTH QUARTERBACK LLC (CRD# 282967) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.