JB
Jay R. Brennan
BRENNAN FINANCIAL GROUP
SKILLMAN, NJ 08558-2619
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CRD#: 4479464
JB
Professional summary
Jay R. Brennan, CFP® is a registered financial advisor currently at BRENNAN FINANCIAL GROUP, LLC located in Skillman, New Jersey.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jay has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jay R. Brennan'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®
Start date: 1998
Experience
Current
June 24, 2002 - Present
BRENNAN FINANCIAL GROUP, LLC
Office #1: 10 Vreeland Drive, Skillman, NJ 08558-2619RIA
CRD#: 117644
SKILLMAN, NJ
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(6/24/2002)
Exams
Current Firm
BF
BRENNAN FINANCIAL GROUP, LLC
BRENNAN FINANCIAL GROUP, LLC
CRD#: 117644 / SEC#:
New Jersey
Registered Investment Advisory firm - (12/20/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
475 Wall Street, Princeton, NJ 08540
Mailing Address
475 Wall Street, Princeton, NJ 08540
Phone number
(908) 428-6973
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 47,060,006 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BRENNAN FINANCIAL GROUP, LLC
CRD#: 117644Skillman, NJ 08558-2619TRUST BUT VERIFY
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