Timothy John Fitzgerald

Employer firm

Mjp Wealth Advisors CRD 127654

$1.56B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• MJP ONLINE ADVISOR SERVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 09/2017
  Unemployed
  Madison, CT
• 09/2017 → 03/2021
  Lpl Financial Llc
  New Haven, CT
• 03/2021 → Present
  Mjp Associates, Inc.
  Farmington, CT

Previous Registrations

• 2017-09-11 → 2021-03-03
  Lpl Financial Llc
  New Haven, CT
  Southington, CT
• 2005-11-14 → 2006-10-13
  Principal Securities, Inc.
  Waltham, MA
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-25
• S63 Uniform Securities Agent State Law Examination
  2017-01-06
• S66 Uniform Combined State Law Examination
  2005-11-11

Other Names

• Timothy J Fitzgerald