Peter J. Christakos

WESTFIELD WEALTH MANAGEMENT

WESTFIELD, NJ 07090

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CRD#: 2010712

Professional summary

Peter Jeffrey Christakos, CFP®, CLU®, who also goes by P J Christakos, P Jeffrey Christakos, is a registered financial advisor currently at WESTFIELD WEALTH MANAGEMENT, LLC located in Westfield, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Peter has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 27 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Insurance Planning

Social Security Planning

Estate Planning

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

P J Christakos | P Jeffrey Christakos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CENTURY 21 - AGENT - REAL ESTATE SALES AND SERVICES - SINCE 01/2013 - WESTFIELD, NJ--- 2) CHRISTAKOS REAL ESTATE - AGENT - REAL ESTATE SALES - WEST WESTFIELD, NJ - SINCE 01/2013--- 3) CHRISTAKOS & CO. - OWNER / CPA FIRM - ACCOUNTING, TAX PLANNING SERVICES - WESTFIELD, NJ - SINCE 08/1988.--- 4) WESTFIELD WEALTH MANAGEMENT, LLC - OWNER RIA - AGENT/REP/ADVISOR - INSURANCE, FINANCIAL AND ADVISORY SERVICES - WESTFIELD, NJ - SINCE 03/2003.--- 5) WESTFIELD BENEFIT SERVICES, LLC - VP SALES - EMPLOYEE BENEFITS & INSURANCE - WESTFIELD, NJ - SINCE 10/2010 --- 6) NICHOLS PATRICK CPE, INC - INSTRUCTOR - TEACHING CPAS ABOUT FINANCIAL PLANNING FOR CPE ACROSS THE US - SINCE 08/2014 - WESTFIELD NJ - INVESTMENT RELATED. 7) FAIRLEIGH DICKINSON UNIVERSITY - ADJUNCT PROFESSOR - TEACHING IN THE CFP PROGRAM - SINCE 01/2015 - - WESTFIELD NJ - NOT INVESTMENT RELATED 8) CHRISTAKOS FINANCIAL GROUP - PARTNER - ENTITY USED FOR MARKETING AND LEGAL PURPOSES - SINCE 01/2015 - WESTFIELD NJ - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Jeffrey Christakos's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

CLU^®

Chartered Life Underwriter

Experience

Current

March 10, 2005 - Present

WESTFIELD WEALTH MANAGEMENT, LLC

Office #1: 415 South Ave., West, Westfield, NJ 07090

RIA

CRD#: 125421

WESTFIELD, NJ

Past

April 7, 2003 - December 31, 2003

WESTFIELD WEALTH MANAGEMENT, LLC

RIA

CRD#: 125421

WESTFIELD, NJ

Past

March 19, 2003 - December 31, 2015

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

WESTFIELD, NJ

Past

May 15, 2002 - April 7, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

WESTFIELD, NJ

Past

January 30, 2001 - April 7, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

January 8, 1998 - February 2, 2001

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

August 19, 1996 - December 31, 1997

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

October 5, 1992 - January 1, 1996

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

December 4, 1989 - November 22, 1991

CONNOR GREENFIELD SECURITIES CORPORATION

CRD#: 22931

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/10/2005)

IAR

Texas
(4/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/14/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/8/1998

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 12/1/1989

Financial and Operations Principal Examination

Current Firm

WESTFIELD WEALTH MANAGEMENT, LLC

CHRISTAKOS FINANCIAL GROUP, LLC | WESTFIELD WEALTH MANAGEMENT, LLC

CRD#: 125421 / SEC#: 801-62753

RIA

Registered Investment Advisory firm - (5/25/2005 Terminated)

New Jersey

Registered Investment Advisory firm - (3/5/2003 Approved)

Texas

Registered Investment Advisory firm - (4/3/2015 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

200 South Avenue East Suite 303, Cranford, NJ 07016

Mailing Address

Phone number

(908) 654-4784

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 88,976,994

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Peter J. Christakos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Jeffrey Christakos's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTFIELD WEALTH MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FIRST ALLIED SECURITIES, INC.

FINANCIAL WEST GROUP

AVANTAX INVESTMENT SERVICES, INC.

CONNOR GREENFIELD SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/1998

Series 63

Date: 11/3/1992

SIE

Date: 12/31/2015

Series 7

Date: 9/26/1992

Series 6

Date: 9/14/1992

Series 24

Date: 6/8/1998

Series 27

Date: 12/1/1989

Current Firm

WESTFIELD WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTFIELD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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