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Cheryl Lee Werbeloff

Kensington Financial Advisors LLC

Roseland, NJ

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Current Employers
Kensington Financial Advisors Llc

101 Eisenhower Parkway Suite 300, Roseland, NJ 07068 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-03-17
  • NJ RA
    APPROVED
    Since 2020-03-17

Branch Locations

101 Eisenhower Parkway Suite 300, Roseland, NJ 07068 • 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
J.P. Morgan Securities Inc. New York NY 01/2010 11/2019
National Wealth Management, Llc Florham Park NJ 11/2019 04/2022
Kensington Financial Advisors Llc Roseland NJ 04/2022 Present
  • 01/2010 → 11/2019
    J.P. Morgan Securities Inc.
    New York, NY
  • 11/2019 → 04/2022
    National Wealth Management, Llc
    Florham Park, NJ
  • 04/2022 → Present
    Kensington Financial Advisors Llc
    Roseland, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
S63 Uniform Securities Agent State Law Examination 2010-04-12
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
  • S63 Uniform Securities Agent State Law Examination
    2010-04-12
Other Names
  • Cherie Fuhrman
  • Cheryl Lee Fuhrman
  • Cherie Werbeloff

View on SEC IAPD

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Other Offices

DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ
LEGACY EDGE ADVISORS · Roseland, NJ
MML INVESTORS SERVICES, LLC · Roseland, NJ
GRAND RIDGE CAPITAL, LLC · ROSELAND, NJ
ALLIANCE WEALTH MANAGEMENT GROUP, LLC · Roseland, NJ
LPL FINANCIAL LLC · ROSELAND, NJ
THAMES CAPITAL MANAGEMENT, LLC · ROSELAND, NJ

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