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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| NJ | RA | APPROVED | 2024-10-11 |
Branch Locations
204 Route 71 Suite C-1, Spring Lake Heights, NJ 07762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Holbrook | NY | 10/2010 | 10/2024 |
| American Portfolios Advisors, Inc. | Spring Lake Heights | NJ | 10/2010 | 10/2024 |
| Froehlich Financial Group, Ltd | Spring Lake Heights | NJ | 10/2010 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. INVESTMENT ADVISORY REPRESENTATIVE. PROVIDE FEE BASED INVESTMENT PROGRAMS FOR CLIENTELE. INDEPENDENT INSURANCE AGENT. 2. JEM WEALTH MANAGEMENT. DBA. INSURANCE. NOT SECURITIES RELATED. START DATE 4/15/2015. 100% OWNERSHIP. 160 HOURS DEVOTED PER MONTH, 106 HOURS DURING MARKET HOURS. 3. JEM WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 106 START DATE: 04/15/2015 ADDRESS: 204 ROUTE 71, SPRING LAKE HEIGHTS NJ 07762, United States DESCRIPTION: Help clients manage their wealth. Help clients manage their wealth through investment advisory, securities and insurance. I am licensed to sell life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-30 |
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