Jaclyn C. Neuwirth

Advisor at Fidelity — Bridgewater, NJ Route 202

Updated today

Credentials

Series 63, Series 66

Experience

9 years

Location

Bridgewater, NJ 08807-5530

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,872 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Jaclyn Neuwirth is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she served as an Investment Consultant and Central Relationship Manager at Fidelity Investments, and earlier in her career, she worked at Charles Schwab as an Associate Financial Consultant and Client Service Specialist. Jaclyn's professional experience spans various aspects of financial consultation and client service within the investment industry.

She holds a California Insurance License, which complements her expertise in financial planning and investment consultation. Jaclyn emphasizes the importance of creating financial plans that begin with clients' aspirations and a clear understanding of available options. She focuses on empowering clients through education and building long-term trusting relationships.

Outside of her professional work, Jaclyn enjoys camping, family activities, horseback riding, and traveling.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Wealth management Cash flow / budgeting

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Location

See office

Bridgewater, NJ Route 202

750 Route 202, Suites 110, 430

Bridgewater NJ 08807-5530

Advisors at this office

40

Most active in

New Jersey · Texas

Work history

9 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTS

2021 - Present • 5 years

Merrimack, NH

Charles Schwab

2015 - 2021 • 6 years

Freehold, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
user avatar

Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
user avatar

Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
user avatar

Danny S

Series 65

Scotch Plains, NJ

New Street Advisors Group LLC

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Real estate investing
user avatar

Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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