Jason Kolinsky, Cfp®, Cco Email and Phone Number
Jason Kolinsky, Cfp®, Cco work email
- Valid
Jason Kolinsky, Cfp®, Cco personal email
Jason Kolinsky, Cfp®, Cco phone numbers
Jason M. Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor, and Life & Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative and a Registered Principal with The Strategic Financial Alliance, Inc. Jason obtained his Certified Financial Planner™ certification in 2012.At KWM, Jason focuses on providing Investment Advisory Services, Retirement Plan Design and Consulting, Wealth Transfer Planning, and Financial Planning for businesses and individuals. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC.Member of the 2023 Million Dollar Round Table, Top of the Table Advisory services offered through appropriately registered representatives of Kolinsky Wealth Management, LLC an independent registered investment adviser. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC which is otherwise unaffiliated with Kolinsky Wealth Management, LLC and Kolinsky Financial Group, Inc. Supervisory Office: 678.954.4000Certified Financial Planner Board of Standards, Inc.® owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Kolinsky Wealth Management
View- Website:
- kolinskywealth.com
- Employees:
- 7
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Managing DirectorKolinsky Wealth ManagementRamsey, Nj, Us -
MemberKolinsky Wealth Management Jan 2007 - PresentRamsey, New Jersey, UsFinancial Advisor helping Small Business Owners and High-Net-Worth Individuals achieve their financial goals. -
Assistant To Vp Of Investment ServicesKolinsky Wealth Management Jun 2005 - Jan 2007Ramsey, New Jersey, Us
Jason Kolinsky, Cfp®, Cco Skills
Jason Kolinsky, Cfp®, Cco Education Details
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Ramapo College Of New JerseyFinance -
Rockland Community CollegeBusiness
Frequently Asked Questions about Jason Kolinsky, Cfp®, Cco
What company does Jason Kolinsky, Cfp®, Cco work for?
Jason Kolinsky, Cfp®, Cco works for Kolinsky Wealth Management
What is Jason Kolinsky, Cfp®, Cco's role at the current company?
Jason Kolinsky, Cfp®, Cco's current role is Managing Director.
What is Jason Kolinsky, Cfp®, Cco's email address?
Jason Kolinsky, Cfp®, Cco's email address is cj****@****lth.com
What is Jason Kolinsky, Cfp®, Cco's direct phone number?
Jason Kolinsky, Cfp®, Cco's direct phone number is (201) 474*****
What schools did Jason Kolinsky, Cfp®, Cco attend?
Jason Kolinsky, Cfp®, Cco attended Ramapo College Of New Jersey, Rockland Community College.
What skills is Jason Kolinsky, Cfp®, Cco known for?
Jason Kolinsky, Cfp®, Cco has skills like Wealth Management, Retirement Planning, Financial Advisory, Financial Services, Financial Planning, Retirement, Strategic Financial Planning, Financial Planners, Wealth Management Services, Insurance, Finance, Asset Management.
Who are Jason Kolinsky, Cfp®, Cco's colleagues?
Jason Kolinsky, Cfp®, Cco's colleagues are Stephen Kolinsky, Maria Tringali, Rasheeda Hussain, Melissa Zerrenner, Jon Fernando.
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