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Peter Jeffrey Christakos

Westfield Wealth Management, LLC

Westfield, NJ

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Current Employers
Westfield Wealth Management, Llc

200 South Avenue East Suite 303, Cranford, NJ 07016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-04-03
NJ RA APPROVED 2005-03-10
  • TX RA
    APPROVED_RES
    Since 2015-04-03
  • NJ RA
    APPROVED
    Since 2005-03-10

Branch Locations

415 South Ave., West, Westfield, NJ 07090 • 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
Christakos & Co. Westfield NJ 08/1988 Present
Westfield Wealth Management, Llc Westfield NJ 03/2003 Present
Westfield Benefit Services, Llc Westfield NJ 10/2010 Present
Christakos Real Estate West Westfield NJ 01/2013 Present
Century 21 Westfield NJ 01/2013 Present
Nichols Patrick Cpe, Inc Westfield NJ 08/2014 12/2016
Christakos Financial Group Westfield NJ 01/2015 Present
Monmouth University West Long Branch NJ 01/2017 Present
  • 08/1988 → Present
    Christakos & Co.
    Westfield, NJ
  • 03/2003 → Present
    Westfield, NJ
  • 10/2010 → Present
    Westfield Benefit Services, Llc
    Westfield, NJ
  • 01/2013 → Present
    Christakos Real Estate
    West Westfield, NJ
  • 01/2013 → Present
    Century 21
    Westfield, NJ
  • 08/2014 → 12/2016
    Nichols Patrick Cpe, Inc
    Westfield, NJ
  • 01/2015 → Present
    Christakos Financial Group
    Westfield, NJ
  • 01/2017 → Present
    Monmouth University
    West Long Branch, NJ
Previous Registrations
Other Businesses

1) CENTURY 21 - AGENT - REAL ESTATE SALES AND SERVICES - SINCE 01/2013 - WESTFIELD, NJ--- 2) CHRISTAKOS REAL ESTATE - AGENT - REAL ESTATE SALES - WEST WESTFIELD, NJ - SINCE 01/2013--- 3) CHRISTAKOS & CO. - OWNER / CPA FIRM - ACCOUNTING, TAX PLANNING SERVICES - WESTFIELD, NJ - SINCE 08/1988.--- 4) WESTFIELD WEALTH MANAGEMENT, LLC - OWNER RIA - AGENT/REP/ADVISOR - INSURANCE, FINANCIAL AND ADVISORY SERVICES - WESTFIELD, NJ - SINCE 03/2003.--- 5) WESTFIELD BENEFIT SERVICES, LLC - VP SALES - EMPLOYEE BENEFITS & INSURANCE - WESTFIELD, NJ - SINCE 10/2010 --- 6) NICHOLS PATRICK CPE, INC - INSTRUCTOR - TEACHING CPAS ABOUT FINANCIAL PLANNING FOR CPE ACROSS THE US - SINCE 08/2014 - WESTFIELD NJ - INVESTMENT RELATED. 7) FAIRLEIGH DICKINSON UNIVERSITY - ADJUNCT PROFESSOR - TEACHING IN THE CFP PROGRAM - SINCE 01/2015 - - WESTFIELD NJ - NOT INVESTMENT RELATED 8) CHRISTAKOS FINANCIAL GROUP - PARTNER - ENTITY USED FOR MARKETING AND LEGAL PURPOSES - SINCE 01/2015 - WESTFIELD NJ - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-07
S63 Uniform Securities Agent State Law Examination 1992-11-03
  • S65 Uniform Investment Adviser Law Examination
    1998-07-07
  • S63 Uniform Securities Agent State Law Examination
    1992-11-03
Other Names
  • P J Christakos
  • P Jeffrey Christakos

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