Best Investors Account Sign in
Inactive

Paul William Murphy

Wealth Quarterback LLC

Toms River, NJ

CRD 1130211

Claim This Profile
Employer firm

Wealth Quarterback LLC CRD 282967

$391M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Wealth Quarterback Llc

1400 Hooper Ave, Toms River, NJ 08753 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-19
SC RA APPROVED 2023-12-05
TX RA APPROVED 2021-07-09
NY RA APPROVED 2021-04-07
CT RA APPROVED 2020-05-22
PA RA APPROVED 2020-05-22
NJ RA APPROVED 2016-04-11
  • DE RA
    APPROVED
    Since 2025-03-19
  • SC RA
    APPROVED
    Since 2023-12-05
  • TX RA
    APPROVED
    Since 2021-07-09
  • NY RA
    APPROVED
    Since 2021-04-07
  • CT RA
    APPROVED
    Since 2020-05-22
  • PA RA
    APPROVED
    Since 2020-05-22
  • NJ RA
    APPROVED
    Since 2016-04-11

Branch Locations

1400 Hooper Ave, Toms River, NJ 08753 • 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
Jalinski Advisory Group Toms River NJ 07/2015 Present
Wealth Quarterback. Llc Toms River NJ 04/2016 Present
American Portfolios Financial Services, Inc. Holbrook NY 11/2016 12/2020
  • 07/2015 → Present
    Jalinski Advisory Group
    Toms River, NJ
  • 04/2016 → Present
    Wealth Quarterback. Llc
    Toms River, NJ
  • 11/2016 → 12/2020
    American Portfolios Financial Services, Inc.
    Holbrook, NY
Other Businesses

1) INSURANCE SALES. LIFE AND DISABILITY. START DATE 8/2015. 10 HOURS DEVOTED PER MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-15
  • S63 Uniform Securities Agent State Law Examination
    2012-10-15
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Paul William Murphey

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

BENJAMIN ADAM FELICELLI
JOHN MICHAEL CICALA
MARK K VANDZURA

Nearby Offices

EQUITABLE ADVISORS, LLC · TOMS RIVER, NJ
MORGAN STANLEY · TOMS RIVER, NJ
COMMONWEALTH FINANCIAL NETWORK · Toms River, NJ

More in Toms River, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor