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Jack Logan Cassidy

Sax Wealth Advisors, LLC

Marlton, NJ

Parsippany, NJ

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Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-10-26
  • NJ RA
    APPROVED
    Since 2022-10-26

Branch Locations

Marlton, NJ • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • 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
Sax Wealth Advisors Pennington NJ 06/2020 02/2022
Sax Wealth Advisors Pennington NJ 01/2019 05/2020
Full Time Student Ewing NJ 08/2016 01/2019
Borough Of Lincoln Park Lincoln Park NJ 06/2016 08/2020
Sax Wealth Advisors Parsippany NJ 10/2022 06/2025
Jp Morgan Chase Jersey City NJ 03/2022 09/2022
Sax Wealth Advisors Parsippany NJ 07/2025 Present
  • 06/2020 → 02/2022
    Sax Wealth Advisors
    Pennington, NJ
  • 01/2019 → 05/2020
    Sax Wealth Advisors
    Pennington, NJ
  • 08/2016 → 01/2019
    Full Time Student
    Ewing, NJ
  • 06/2016 → 08/2020
    Borough Of Lincoln Park
    Lincoln Park, NJ
  • 10/2022 → 06/2025
    Sax Wealth Advisors
    Parsippany, NJ
  • 03/2022 → 09/2022
    Jp Morgan Chase
    Jersey City, NJ
  • 07/2025 → Present
    Sax Wealth Advisors
    Parsippany, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-12
  • S65 Uniform Investment Adviser Law Examination
    2020-12-12

View on SEC IAPD

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