Top financial advisors in Jersey City, NJ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Jersey City, NJ, and face complex financial decisions, you might need an advisor who understands the local tax environment and commuting lifestyle. Without this insight, you risk missing opportunities to optimize your financial plan around high property taxes and income sources.
- Local tax knowledge. Confirm how they incorporate New Jersey's property taxes and state tax rules into your overall strategy.
- Commuter lifestyle impact. Ask how they adjust plans for clients who work in nearby cities like New York or Philadelphia.
- Fee structure clarity. Flat-fee advisors here often offer predictable costs, so check how fees align with the services you need.
- Experience with diverse firms. Large-firm and independent advisors may differ in resources and approach; understand which fits your preferences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sunil J
Series 65
Jersey City, NJ
Quadram Capital LLC
Sunil Joshi, based in Jersey City, NJ, offers expertise in active portfolio management and options strategies, which can address complex financial needs including retirement plans for business owners. As an independent advisor at Quadram Capital LLC with nine years of experience, he provides discretionary portfolio management and advisory consultations with a 2.0% AUM fee and hourly rates, distinguishing him from larger firms by combining fundamental and technical analysis.
Experience: 9 years
Avg account: $94,441
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Peter D
CFA®, Series 63, Series 65
Jersey City, NJ
Stembrook Asset Management, LLC
Peter D'agati offers expertise in options and derivatives strategies along with private and alternative investments, making him well-suited for high-net-worth clients in Jersey City navigating complex financial landscapes. His independent firm, Stembrook Asset Management, employs a mix of fundamental and technical analysis with active derivatives use, and offers negotiable flat fees ranging from $5,000 to $20,000, providing flexibility compared to other advisors in the area.
Experience: 19 years
Avg account: $4,092,709
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Charles L
Series 66
Conshohocken, PA
Citizens securities, Inc.
Charles Lees at Citizens Securities, Inc. offers expertise in tax-loss harvesting and passive/index investing, which can help optimize financial plans considering New Jersey's tax environment. His experience with a large firm serving both retail and high-net-worth clients, combined with a 0.50% annual AUM fee and a background in banking and mortgages, distinguishes him from other advisors in Jersey City.
Experience: 1 year
Avg account: $208,871
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Christian Z
Series 66
Englewood, NJ
Merrill
Christian Zelaya in Jersey City offers expertise in tax-loss harvesting and active portfolio management, which can help optimize financial plans considering New Jersey's tax environment. Affiliated with Merrill, a large firm known for managed account programs and tax-efficient strategies, he serves mid-career professionals and high earners, charging a 1.10% fee for managed strategies under $2 million, distinguishing him from smaller independent advisors.
Experience: 4 years
Avg account: $860,085
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Jay P
CFA®, Series 63
Jersey City, NJ
Ahara Advisors
Jay Patel offers expertise in wealth management and retirement income strategy tailored for high-net-worth clients in Jersey City, incorporating a flat-fee structure that provides cost predictability. His background includes experience at major financial institutions and an independent firm approach, distinguishing him with a focus on active portfolio management and alternative investments suited for mid-career professionals.
Experience: 3 years
Avg account: $3,370,126
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