Theresa Jean Yarosh
Advisor at NPA Asset Management, LLC — Fair Lawn, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 66
Experience Industry experience
22 years
Location
Fair Lawn, NJ 07410
NPA Asset Management, LLC
Multi-team
Theresa Yarosh is a financial advisor at NPA Asset Management, LLC with 22 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Her career includes roles with Penn Mutual Life Insurance Company, Guardian Life Insurance Company, and International Planning Alliance, LLC. Outside of advising, she is co-director of fundraising for the Twilight Wish Foundation, a nonprofit organization that fulfills wishes for seniors living below the poverty level, and is the author of a book titled *The Great Economic Deception*. NPA Asset Management, LLC is an SEC-registered advisor serving individuals, corporations, pension, and charitable accounts through a network of over 50 advisors. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party manager referrals, and access to a range of investment products.
Based on NPA Asset Management, LLC
Based on NPA Asset Management, LLC
Negotiable up to 3.00% annually maximum, typically tiered or flat based on advisor discretion
Commission-based compensation may apply when Advisors act in broker-dealer or insurance agent capacities selling securities or insurance products; commissions vary by product.
Account minimum: $50,000 Fee-only: Annual Account Management Fee up to 3% maximum, negotiable; payable quarterly in advance; may include Sub-Advisor fees within 3% max; one-time Portfolio Development Fee up to 1% (negotiable) for Advisor Managed Account Program.
Fair Lawn, NJ
32 16 Broadway 2nd Floor
Fair Lawn NJ 07410
Advisors at this office
31
New Jersey
22 years of industry experience
Npa Asset Management
2011 - Present • 15 years
Paramus, NJ
Nationwide Planning Associates, Inc
2011 - Present • 15 years
Paramus, NJ
Penn Mutual Life Ins Co
2011 - Present • 15 years
Horsham, PA
International Planning Alliance, Llc
2005 - Present • 21 years
South Plainfield, NJ
Guardian Life Insurance Co
2005 - Present • 21 years
Fairfield, NJ
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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