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James Siwek Jr.

Advisor at Edward Jones

Updated today

Location

Hammonton, NJ 08037

Credentials

CFP®, Series 66

Industry experience

11 years

About

James Siwek Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Hammonton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

235 Bellevue Ave

Hammonton, NJ 08037

Most active in

New Jersey · Texas

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Active portfolio management Passive / index investing
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Jared G

Series 63, Series 65

Hammonton, NJ

Advice to Thrive

Jared Gruccio is the principal of Advice to Thrive and holds Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at GWN Securities Inc. for 14 years before founding Gruccio Financial, LLC. He serves as a board member of the Greater Vineland Chamber of Commerce and is a partner in a tax planning and consulting firm. Advice to Thrive provides discretionary investment management and comprehensive financial services, including financial, tax, estate, and insurance planning, primarily for business owners, high-net-worth individuals, and multigenerational families. The firm uses fundamental analysis and strategic asset allocation to build primarily long-term portfolios and offers consulting and coordination with other professional advisors.

Wealth management General tax planning General estate planning guidance Income planning Founder/Business Owner
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

General tax planning College savings (529s, UTMA, etc.)
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Alex P

CFP®, Series 66

Shamong, NJ

A.M. Perricone LLC

Alex Perricone is a financial advisor at A.M. Perricone LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Planning Alliance, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory role, he is also a licensed insurance agent. A.M. Perricone LLC is a registered investment adviser offering asset management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and small business owners. The firm employs a combination of fundamental analysis, modern portfolio theory, factor-based investing, and passive strategies to tailor asset allocations, operating with discretionary trading authority and conducting periodic account reviews.

Equity compensation tax strategy Retirement income strategy Medicare planning Business exit / sale strategy Long-term care insurance Founder/Business Owner
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James B

ChFC®, Series 63, Series 65

Turnersville, NJ

Chesapeake Capital Management, LLC

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Life insurance needs analysis
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Donald H

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Donald Hill is a Series 65-licensed financial advisor with Hill and LaBarre Wealth Management in Williamstown, NJ. He has four years of industry experience, including roles at Premier Investment Services and prior careers with Piedmont Airlines and the United States Air Force. Outside of finance, his background includes aviation training at Crosswinds Flight School. Hill and LaBarre Wealth Management is a newly registered advisory firm serving individuals, high-net-worth clients, corporations, and other advisory clients. The firm offers both active and passive portfolio management, financial planning, and educational programs, employing a value-oriented investment approach with tactical and strategic asset allocation and option strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
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