Best Investors Account Sign in
Inactive

Jennifer Prewitt Kirby

Talisman Wealth Advisors, LLC

Mountainside, NJ

Claim This Profile
Current Employers
Talisman Wealth Advisors, Llc

1162 Springfield Ave 2Nd Floor, Mountainside, NJ 07092 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1162 Springfield Ave 2Nd Floor, Mountainside, NJ 07092 • 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
Merrill Lynch Westfield NJ 08/2013 02/2021
Bank Of America, N.A. Short Hills NJ 01/2014 02/2021
Private Portfolio Partners Mountainside NJ 02/2021 05/2021
Talisman Wealth Advisors, Llc Mountainside NJ 05/2021 Present
  • 08/2013 → 02/2021
    Merrill Lynch
    Westfield, NJ
  • 01/2014 → 02/2021
    Bank Of America, N.A.
    Short Hills, NJ
  • 02/2021 → 05/2021
    Private Portfolio Partners
    Mountainside, NJ
  • 05/2021 → Present
    Mountainside, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-14
  • S66 Uniform Combined State Law Examination
    2013-11-14
Other Names
  • Jennifer Prewitt
  • Jennifer Kirby

View on SEC IAPD

More in Mountainside, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor