Josh Adam Jalinski

Current Employers

Employment History

• 01/2007 → Present
  Jalinski Advisory Group, Inc.
  Toms River, NJ
• 03/2016 → Present
  Wealth Quarterback Llc
  Toms River, NJ
• 09/2016 → 01/2021
  American Portfolios Financial Services, Inc.
  Holbrook, NY

Previous Registrations

• 2013-10-18 → 2016-05-06
  J. W. Cole Advisors, Inc.
  Toms River, NJ
  Tampa, FL
• 2008-09-22 → 2013-10-30
  World Investments, Llc
  Doylestown, PA
  Bordentown, NJ
  Bordentown, NJ
  Toms River, NJ
  Bordentown, NJ
  Roebling, NJ
  Lincroft, NJ
  Toms River, NJ
  New York, NY

Other Businesses

1. A. VARIABLE, LIFE, FIXED INSURANCE B. INVESTMENT RELATED C. INSURANCE/ANNUITY SALES D. AGENT F. 11/06 G. 40 HRS/MONTH H. 40 TRADING HOURS/MONTH I. RESEARCH/RECOMMEND PRODUCTS TO PROSPECTIVE CLIENTS/CLIENTS J. VARIED COMPENSATION Radio Host of the Financial Quarterback - a weekly information radio show 2) A. JALINSKI ADVISORY GROUP, INC. B. INVESTMENT RELATED C. 1400 HOOPER AVENUE, TOM'S RIVER, NJ 08753 D. Insurance Agency E. OWNER/PRESIDENT F. 200 HRS/MONTH H. MEET WITH CLIENTS - ASSIST WITH INSURANCE NEEDS I. COMPANY/OFFICER POSITION 3) A. JALINSKI TAX GROUP, LLC. B. NON-INVESTMENT RELATED C. 1400 HOOPER AVE, TOMS RIVER, NJ 08753 D. TAX PLANNING E. PRESIDENT F. 2/2010 G. 2 HRS/MONTH H. 2 TRADING HOURS/MONTH I. HIRED CPA TO PREPARE TAXES FOR CLIENTS FOR A FEE J. OFFICER/DIRECTOR POSITION K. $10,000/YR 4) A. "THE FINANCIAL QUARTER BACK" RADIO HOST B. INVESTMENT RELATED C. 1400 HOOPER AVENUE, TOMS RIVER, NJ 08753 D. HOST PROGRAMS & ANSWER QUESTIONS FROM CALLERS E. RADIO HOST F. 16 HRS/MONTH H. 0 TRADING HOURS/MONTH I. FOLLOW COMPLIANCE REVIEWED OUTLINE AND HOST LIVE SHOW J. OFFICER/DIRECTOR POSITION 5) A. GIVE ALLIANCE B. INVESTMENT RELATED C. 15245 SHADY GROVE, STE 380, BOX G. ROCKVILLE MD, 20250 C. CHARITY D. MEMBER E. 12/12 F. 1 HR/MONTH G. 0 TRADING HOURS H. FINANCIAL PROFESSIONALS - USE STRATEGIES FOR CHARITABLE GIVING 6) A. MILLION DOLLAR ROUND TABLE "MDRT" B. INVESTMENT RELATED C. 325 W. TOUHY AVENUE, PARK RIDGE, IL 60068 D. MEMBERSHIP E. MEMBER/QUALIFIED F. 5/2007 G. 1 HR/MONTH H. O TRADING HRS/MONTH H. ANNUAL MEETING I. MEMBER - TOP 1% PRODUCERS IN PRODUCTION IN THE WORLD. 7.) HALEEDENA LLC - LAND, NOT INVESTMENT RELATED, START DATE = 2/20/2013, MANAGING MEMBER, 0 = COMPNESATION, 0-10 HRS./MO. 8.) 234 4TH AVE LLC - RENTAL HOME, NOT INVESTMENT RELATED, 1/30/2012, MANAGING MEMBER, COMPENSATION = $13K/YR. IN GROSS RENTS, 0-10 HRS./MO. 9.) OCEAN WEALTH MGMT LLC. - BUSINESS OFFICE, INVESTMENT RELATED, START DATE = 7/8/2014, MANAGING MEMBER, COMPENSATION = NET LOSS, 10-20 HRS./MO. 10.) Rare Coins of New Hampshire; Investment Related; 28 Jones Road, 3rd Floor The People's United Bank Building, Milford, NH 03055; Selling Gold for Commission; Gold Salesman; Start date 01/2021; 1 hour a month

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19