MG
Michael Garrett
WJL FINANCIAL ADVISORS
Montclair, NJ
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CRD#: 7953418
MG
Professional summary
Michael Garrett is a registered financial advisor currently at WJL FINANCIAL ADVISORS located in Montclair, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Garrett'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
July 11, 2024 - Present
WJL FINANCIAL ADVISORS
RIA
CRD#: 169711
Montclair, 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(7/11/2024)
Exams
State Security Law 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)Upgrade to AdvisorCheck Premium
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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
5
Red Flags
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