Jason Kolinsky, Cfp®, Cco

Jason Kolinsky, Cfp®, Cco Email and Phone Number

Managing Director @ Kolinsky Wealth Management
Ramsey, NJ, US
Jason Kolinsky, Cfp®, Cco's Location
Ramsey, New Jersey, United States, United States
Jason Kolinsky, Cfp®, Cco's Contact Details

Jason Kolinsky, Cfp®, Cco work email

Jason Kolinsky, Cfp®, Cco personal email

n/a

Jason Kolinsky, Cfp®, Cco phone numbers

About Jason Kolinsky, Cfp®, Cco

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.

Jason Kolinsky, Cfp®, Cco's Current Company Details
Kolinsky Wealth Management

Kolinsky Wealth Management

View
Managing Director
Ramsey, NJ, US
Employees:
7
Jason Kolinsky, Cfp®, Cco Work Experience Details
  • Kolinsky Wealth Management
    Managing Director
    Kolinsky Wealth Management
    Ramsey, Nj, Us
  • Kolinsky Wealth Management
    Member
    Kolinsky Wealth Management Jan 2007 - Present
    Ramsey, New Jersey, Us
    Financial Advisor helping Small Business Owners and High-Net-Worth Individuals achieve their financial goals.
  • Kolinsky Wealth Management
    Assistant To Vp Of Investment Services
    Kolinsky Wealth Management Jun 2005 - Jan 2007
    Ramsey, New Jersey, Us

Jason Kolinsky, Cfp®, Cco Skills

Wealth Management Retirement Planning Financial Advisory Financial Services Financial Planning Retirement Strategic Financial Planning Financial Planners Wealth Management Services Insurance Finance Asset Management Asset Allocation Estate Planning Fixed Annuities Investment Strategies Portfolio Management Alternative Investments Investment Advisory Certified Financial Planner 401k Disability Insurance Employee Benefits Pensions Hedge Funds 401 Retirement Savings Plans Long Term Care Annuities Insurance Planning High Net Worth Individuals Wealth Accumulation Retirement Income Strategies Asset Protection Retirement Plan Consulting Pension Administration Wealth Transfer

Jason Kolinsky, Cfp®, Cco Education Details

  • Ramapo College Of New Jersey
    Ramapo College Of New Jersey
    Finance
  • Rockland Community College
    Rockland Community College
    Business

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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