Jeffrey Howard Shornick

Employer firm

Hennion & Walsh Asset Management, Inc. CRD 126236

$769M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2016 → 07/2024
  Wells Fargo Bank, Na
  Flanders, NJ
• 07/2024 → Present
  Hennion & Walsh
  Parsippany, NJ

Previous Registrations

• 2016-07-28 → 2024-06-05
  Wells Fargo Clearing Services, Llc
  Flanders, NJ
  Summit, NJ
  Short Hills, NJ
• 2015-07-30 → 2016-05-23
  Pnc Wealth Management Llc
  Fairfield, NJ
  Woodland Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-28
• S63 Uniform Securities Agent State Law Examination
  2012-07-17

Other Names

• Jeffrey H Shornick
• Jeffrey Shornick
• Jeff Shornick
• Jeff H Shornick
• Jeffrey H Shornick