Justin Benjamin Erfer

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2016 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 08/2016 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 09/2018 → 05/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2018 → 05/2019
  Summit Financial, Llc
  Parsippany, NJ
• 05/2019 → 06/2024
  Lpl Financial Llc
  Fairfield, NJ
• 05/2019 → 06/2022
  Private Advisor Group, Llc
  Fairfield, NJ
• 06/2022 → 06/2024
  Bleakley Financial Group, Llc
  Fairfield, NJ
• 11/2025 → Present
  Mariner Wealth
  Overland Park, KS
• 06/2024 → 11/2025
  Peapack Private Family Office Services
  Morristown, NJ

Previous Registrations

• 2022-06-29 → 2024-06-20
  Onepoint Bfg Wealth Partners
  Parsippany, NJ
• 2019-05-28 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2019-01-03 → 2019-05-13
  Summit Financial, Llc
  Parsippany, NJ
• 2016-08-17 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  New York, NY
• 2016-08-17 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2014-07-01 → 2016-08-05
  Northwestern Mutual Investment Services, Llc
  Radnor, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-06-30

Designations

• Certified Financial Planner

Other Names

• Justin Benjamin Erfer
• Justin Erfer