Holmdel, NJ Holmdel Rd. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,678 advisors across 10,432 offices

Location

960 Holmdel Rd. Bldg 2 Fl 1

Holmdel NJ 07733

Advisors at this office

5

Advisors at this office

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Paul J

CFP®, Series 63, Series 65

Holmdel, NJ

LPL Financial

Paul Jetter is a Certified Financial Planner® affiliated with LPL Financial, with 34 years of experience in the financial industry. He has worked at LPL Financial since 2014 and previously spent nine years at Private Portfolio Partners, LLC. Jetter is also involved in providing financial planning and advisory services through Archway Wealth Management, a registered investment advisor DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and services supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Matthew T

Series 63, Series 66

Holmdel, NJ

LPL Financial

Matthew Taylor is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Buckman Advisory Group and Buckman Buckman and Reid. Taylor also provides investment advisory services through Private Portfolio Partners, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management and supporting diversified strategies with research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Christopher V

Series 63, Series 65

Holmdel, NJ

LPL Financial

Christopher Venuto is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at LPL Financial since 2014 and was affiliated with Private Portfolio Partners LLC from 2016 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Todd R

CFP®, Series 63, Series 65

Holmdel, NJ

LPL Financial

Todd Rosenblatt is a CFP®-certified financial advisor with LPL Financial, based in Holmdel, NJ, and brings 18 years of industry experience. He previously worked at Private Portfolio Partners, LLC for nine years. Outside of advisory work, he has been involved with several insurance-related activities including non-variable insurance agencies and marketing groups. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

Said A

CFP®, Series 63, Series 66

Holmdel, NJ

LPL Financial

Said Abouomar is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Buckman And Reid and Private Portfolio Partners, where he also provided investment advisory services through his independent firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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