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John Randall Hounsell

Wiss Private Client Advisors, LLC

Florham Park, NJ

CRD 7529040

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Employer firm

Wiss Private Client Advisors, LLC CRD 286319

$1.22B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wiss Private Client Advisors, Llc

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-04-28
  • NJ RA
    APPROVED
    Since 2022-04-28

Branch Locations

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • 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
Wiss Private Client Advisors, Llc Florham Park NJ 04/2022 Present
Nus Consulting Group Park Ridge NJ 02/2021 08/2021
Drew University Madison NJ 08/2019 08/2020
The College Of New Jersey Ewing NJ 08/2015 05/2019
Dick's Sporting Goods Princeton NJ 10/2017 08/2018
B Stewart Contractors, Llc Mountain Lakes NJ 06/2015 08/2018
Planet Fitness Hamilton NJ 08/2017 10/2017
Wiss Private Client Advisors, Llc Florham Park NJ 08/2021 04/2022
Unemployed Florham Park NJ 09/2020 01/2021
  • 04/2022 → Present
    Wiss Private Client Advisors, Llc
    Florham Park, NJ
  • 02/2021 → 08/2021
    Nus Consulting Group
    Park Ridge, NJ
  • 08/2019 → 08/2020
    Drew University
    Madison, NJ
  • 08/2015 → 05/2019
    The College Of New Jersey
    Ewing, NJ
  • 10/2017 → 08/2018
    Dick's Sporting Goods
    Princeton, NJ
  • 06/2015 → 08/2018
    B Stewart Contractors, Llc
    Mountain Lakes, NJ
  • 08/2017 → 10/2017
    Planet Fitness
    Hamilton, NJ
  • 08/2021 → 04/2022
    Wiss Private Client Advisors, Llc
    Florham Park, NJ
  • 09/2020 → 01/2021
    Unemployed
    Florham Park, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
Other Names
  • John Hounsell

View on SEC IAPD

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Nearby Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman

Nearby Offices

JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

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