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Jackson Paul Menzel

Menzel Asset Management LLC

Philadelphia, PA

CRD 8228571

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Employer firm

Menzel Asset Management LLC CRD 340988

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Menzel Asset Management Llc

Philadelphia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-14
  • PA RA
    APPROVED
    Since 2026-05-14

Branch Locations

Philadelphia, PA • 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
Lockheed Martin Corporation Mt Laurel NJ 07/2022 Present
Ho-Ho-Kus Inc. Paterson NJ 06/2018 06/2022
Preferred Management Westwood NJ 06/2016 09/2017
Purdue University West Lafayette IN 08/2018 05/2022
River Dell High School Oradell NJ 09/2014 06/2018
Menzel Asset Management Llc Philadelphia PA 01/2025 Present
  • 07/2022 → Present
    Lockheed Martin Corporation
    Mt Laurel, NJ
  • 06/2018 → 06/2022
    Ho-Ho-Kus Inc.
    Paterson, NJ
  • 06/2016 → 09/2017
    Preferred Management
    Westwood, NJ
  • 08/2018 → 05/2022
    Purdue University
    West Lafayette, IN
  • 09/2014 → 06/2018
    River Dell High School
    Oradell, NJ
  • 01/2025 → Present
    Menzel Asset Management Llc
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-07
  • S65 Uniform Investment Adviser Law Examination
    2026-02-07

View on SEC IAPD

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