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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-12-07
  • NJ RA
    APPROVED
    Since 2022-12-07

Branch Locations

3500 Quakerbridge Road, Suite 106, Hamilton, NJ 08619 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Mercer Wealth Management Hamilton NJ 02/2021 Present
Ascena Retail/ Loft North Brunswick NJ 06/2020 02/2021
Furloughed/ On Unemployment From Loft North Brunswick NJ 03/2020 06/2020
Ascena Retail/Loft North Brunswick NJ 05/2012 03/2020
Lpl Financial Hamilton NJ 02/2021 Present
Private Advisor Group, Llc Morristown NJ 12/2022 Present
  • 02/2021 → Present
    Mercer Wealth Management
    Hamilton, NJ
  • 06/2020 → 02/2021
    Ascena Retail/ Loft
    North Brunswick, NJ
  • 03/2020 → 06/2020
    Furloughed/ On Unemployment From Loft
    North Brunswick, NJ
  • 05/2012 → 03/2020
    Ascena Retail/Loft
    North Brunswick, NJ
  • 02/2021 → Present
    Lpl Financial
    Hamilton, NJ
  • 12/2022 → Present
    Morristown, NJ
Other Businesses

1- 05/31/2022 / PRIVATE ADVISOR GROUP / RIA HYBRID / Admin/ Investment Related / 160 HRS Mnth & 160 During Trading/ Hamilton, NJ 2- 05/31/2022 / Notary / Investment Related / Hamilton, NJ 3- 05/31/2022 / MERCER WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / Hamilton, NJ 4- 06/28/2022 - MERCER WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 95% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/28/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5- 10/17/2023 - PRIVATE ADVISOR GROUP - Registered Investment Advisor Hybrid - Associate Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/19/2022 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/16/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 10/17/2023 - MERCER WEALTH MANAGEMENT - Registered Investment Advisor DBA - Associate Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/19/2022 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/16/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Other Names
  • Jamie Macbeth

View on SEC IAPD

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