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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-11-08 |
| PA | RA | APPROVED | 2019-11-07 |
Branch Locations
15 West Afton Avenue, Yardley, PA 19067 • United States
Brielle, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Yardley | PA | 04/2012 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | Present |
| Jrb Wealth Management | Yardley | PA | 11/2019 | Present |
1.President and Owner, Lazzaro Financial Services, Inc., offering tax preparation, general accounting, and financial advice services; As of 11/06/19; 10% time spent during regular business hours; Conducted at branch; Investment related. 2.Fixed insurance sales; as of 11/01/2019; 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, Thinker Investments, LLC; an entity created for the purpose of buying and managing residential & commercial real estate in Bradley Beach, NJ, as of 10/18/2024; 1% time spent during business hours; Not conducted at branch; Investment related. 4. Tax Preparation under the name JRB Wealth Management; as of 1/01/2026; 10% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-22 |
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