Jerome Paul Goldberg

Current Employers

Employment History

• 01/2002 → Present
  Hornor, Townsend, & Kent
  Horsham, PA
• 01/2002 → Present
  Penn Mutual
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 4000 ROUTE 66 STE 20, TINTON FALLS, NJ 07753 | START DATE: 2002 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE FIXED LIFE AND ANNUITIES AND HEALTH INSURANCE SALES. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: GOLDBERG FINANCIAL ASSOCIATES | POSITION HELD: AGENT | ADDRESS: 4000 ROUTE 66 STE 20, TINTON FALLS, NJ 07753| START DATE: 1997 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE AND ANNUITIES SALES. 3) WPS WEALTH ADVISORS, LLC | INVESTMENT RELATED - YES | DBA NAME: WPS WEALTH ADVISORS, | POSITION HELD: PARTNER LLC MEMBER /NON VOTING NON EQUITY OWNER LLC MEMBER | ADDRESS: 205 THOMAS STREET, BLOOMFIELD, NJ 07003 | START DT: 5/1/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE, PAA PROGRAM | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE. 4)GFA WEALTH ADVISERS | INVESTMENT RELATED: YES | DBA NAME: GFA WEALTH ADVISERS |POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 4000 ROUTE 66 STE 20, TINTON FALLS, NJ 07753 | START DATE: 8/1/2018 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: NAME USED FOR PAYROLL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-23
• S63 Uniform Securities Agent State Law Examination
  1993-03-15

Other Names

• Jerry Paul Goldberg
• Jerome P Goldberg