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SP

Steven Pardonner

WJL FINANCIAL ADVISORS
Milford, NJ
Some features on this profile are disabled
CRD#: 4895326
SP

Professional summary


Steven Pardonner, who also goes by Steven William Pardonner, is a registered financial advisor currently at WJL FINANCIAL ADVISORS located in Milford, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Steven William Pardonner

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Pardonner'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®
None

Experience


Current

January 11, 2021 - Present

WJL FINANCIAL ADVISORS

RIA
CRD#: 169711
Milford, NJ
Past

July 23, 2020 - December 16, 2020

PFS INVESTMENTS INC.

RIA
CRD#: 10111
LEBANON, NJ
Past

November 21, 2019 - December 16, 2020

PFS INVESTMENTS INC.

BD
CRD#: 10111
LEBANON, NJ
Past

January 6, 2005 - December 31, 2006

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Florida
(10/19/2023)
IAR
New Jersey
(1/11/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/13/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/21/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WF
WJL FINANCIAL ADVISORS
WJL FINANCIAL ADVISORS | WJL FINANCIAL ADVISORS, LLC

CRD#: 169711 / SEC#:

Connecticut
Registered Investment Advisory firm - (10/25/2017 Approved)
Florida
Registered Investment Advisory firm - (10/17/2023 Approved)
Maryland
Registered Investment Advisory firm - (5/15/2023 Approved)
Minnesota
Registered Investment Advisory firm - (3/3/2014 Approved)
New Jersey
Registered Investment Advisory firm - (1/24/2014 Approved)
New York
Registered Investment Advisory firm - (4/26/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - (8/4/2022 Approved)
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Contact information


Main Address
Morris Plains, NJ
Mailing Address
Phone number
(973) 216-8748
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Red Flags


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

Company Information


WJL FINANCIAL ADVISORS

CRD#: 169711Milford, NJ

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