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Jay R. Brennan

Brennan Financial Group, LLC

Princeton, NJ

CRD 4479464

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Employer firm

Brennan Financial Group, LLC CRD 117644

$49.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Brennan Financial Group, Llc

475 Wall Street, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-29
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-29

Branch Locations

475 Wall Street, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brennan Financial Group, Llc Skillman NJ 10/2001 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

DAVID WILLIAM SMITH
JOHN FRANCIS RYAN
ERICA DORAY SEREMETA

Nearby Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ

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