JJ
Josh A. Jalinski
WEALTH QUARTERBACK LLC
Toms River, NJ 08753
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CRD#: 5035951
JJ
Professional summary
Josh Adam Jalinski is a registered financial advisor currently at WEALTH QUARTERBACK LLC located in Toms River, New Jersey.
Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Josh has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
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.
1. A. VARIABLE, LIFE, FIXED INSURANCE B. INVESTMENT RELATED C. INSURANCE/ANNUITY SALES D. AGENT F. 11/06 G. 40 HRS/MONTH H. 40 TRADING HOURS/MONTH I. RESEARCH/RECOMMEND PRODUCTS TO PROSPECTIVE CLIENTS/CLIENTS J. VARIED COMPENSATION
Radio Host of the Financial Quarterback - a weekly information radio show
2) A. JALINSKI ADVISORY GROUP, INC. B. INVESTMENT RELATED C. 1400 HOOPER AVENUE, TOM'S RIVER, NJ 08753 D. Insurance Agency E. OWNER/PRESIDENT F. 200 HRS/MONTH H. MEET WITH CLIENTS - ASSIST WITH INSURANCE NEEDS I. COMPANY/OFFICER POSITION
3) A. JALINSKI TAX GROUP, LLC. B. NON-INVESTMENT RELATED C. 1400 HOOPER AVE, TOMS RIVER, NJ 08753 D. TAX PLANNING E. PRESIDENT F. 2/2010 G. 2 HRS/MONTH H. 2 TRADING HOURS/MONTH I. HIRED CPA TO PREPARE TAXES FOR CLIENTS FOR A FEE J. OFFICER/DIRECTOR POSITION K. $10,000/YR
4) A. "THE FINANCIAL QUARTER BACK" RADIO HOST B. INVESTMENT RELATED C. 1400 HOOPER AVENUE, TOMS RIVER, NJ 08753 D. HOST PROGRAMS & ANSWER QUESTIONS FROM CALLERS E. RADIO HOST F. 16 HRS/MONTH H. 0 TRADING HOURS/MONTH I. FOLLOW COMPLIANCE REVIEWED OUTLINE AND HOST LIVE SHOW J. OFFICER/DIRECTOR POSITION
5) A. GIVE ALLIANCE B. INVESTMENT RELATED C. 15245 SHADY GROVE, STE 380, BOX G. ROCKVILLE MD, 20250 C. CHARITY D. MEMBER E. 12/12 F. 1 HR/MONTH G. 0 TRADING HOURS H. FINANCIAL PROFESSIONALS - USE STRATEGIES FOR CHARITABLE GIVING
6) A. MILLION DOLLAR ROUND TABLE "MDRT" B. INVESTMENT RELATED C. 325 W. TOUHY AVENUE, PARK RIDGE, IL 60068 D. MEMBERSHIP E. MEMBER/QUALIFIED F. 5/2007 G. 1 HR/MONTH H. O TRADING HRS/MONTH H. ANNUAL MEETING I. MEMBER - TOP 1% PRODUCERS IN PRODUCTION IN THE WORLD.
7.) HALEEDENA LLC - LAND, NOT INVESTMENT RELATED, START DATE = 2/20/2013, MANAGING MEMBER, 0 = COMPNESATION, 0-10 HRS./MO.
8.) 234 4TH AVE LLC - RENTAL HOME, NOT INVESTMENT RELATED, 1/30/2012, MANAGING MEMBER, COMPENSATION = $13K/YR. IN GROSS RENTS, 0-10 HRS./MO.
9.) OCEAN WEALTH MGMT LLC. - BUSINESS OFFICE, INVESTMENT RELATED, START DATE = 7/8/2014, MANAGING MEMBER, COMPENSATION = NET LOSS, 10-20 HRS./MO.
10.) Rare Coins of New Hampshire; Investment Related; 28 Jones Road, 3rd Floor The People's United Bank Building, Milford, NH 03055; Selling Gold for Commission; Gold Salesman; Start date 01/2021; 1 hour a month
CRS (Client Relationship Summary) - RIA
Click below to view Josh Adam Jalinski'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®
NoneExperience
Current
April 8, 2016 - Present
WEALTH QUARTERBACK LLC
Office #1: 1400 Hooper Ave, Toms River, NJ 08753RIA
CRD#: 282967
Toms River, NJ
Past
September 6, 2016 - December 31, 2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Toms River, NJ
Past
October 18, 2013 - May 6, 2016
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
TOMS RIVER, NJ
Past
October 3, 2013 - May 6, 2016
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TOMS RIVER, NJ
Past
September 22, 2008 - October 30, 2013
WORLD INVESTMENTS, LLC
RIA
CRD#: 20626
TOMS RIVER, NJ
Past
January 11, 2007 - October 30, 2013
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
TOMS RIVER, NJ
Past
February 24, 2006 - December 12, 2006
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
CHERRY HILL, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WQ
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
CRD#: 282967 / SEC#: 801-117034
RIA
Registered Investment Advisory firm - (7/25/2019 Approved)Connecticut
Registered Investment Advisory firm - (8/7/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (7/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2019 Terminated)Texas
Registered Investment Advisory firm - (7/25/2019 Terminated)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
Connecticut(5/26/2017)
IAR
Delaware(5/26/2020)
IAR
New Jersey(4/8/2016)
IAR
New York(4/12/2021)
IAR
North Carolina(5/26/2020)
IAR
Pennsylvania(7/13/2016)
IAR
South Carolina(5/26/2020)
IAR
Texas(6/7/2016)
IAR
Virginia(5/26/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WQ
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
CRD#: 282967 / SEC#: 801-117034
RIA
Registered Investment Advisory firm - (7/25/2019 Approved)Connecticut
Registered Investment Advisory firm - (8/7/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (7/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2019 Terminated)Texas
Registered Investment Advisory firm - (7/25/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Hooper Ave, Toms River, NJ 08753
Mailing Address
Phone number
(732) 965-8190
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,678 |
| AUM (Assets Under Management) | $ 331,823,464 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH QUARTERBACK LLC
CRD#: 282967Toms River, NJ 08753TRUST BUT VERIFY
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