Best Investors Account Sign in
Claim This Profile
Current Employers
Laurel Oak Wealth Management, Llc

525 Nj-73 Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-10
  • NJ RA
    APPROVED
    Since 2026-07-10

Branch Locations

525 Nj-73 Suite 200, Marlton, NJ 08053 • 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
Jpmorgan Chase Bank, Na Newark DE 03/2024 11/2024
Jpmorgan Securities Llc Newark DE 03/2024 11/2024
Td Bank Mount Laurel NJ 02/2023 03/2024
Handcraft Auto Body Philadelphia PA 02/2021 01/2023
Td Bank Mount Laurel NJ 04/2019 12/2019
Rutgers Camden NJ 09/2021 01/2024
Abercrombie & Fitch Co. Cherry Hill NJ 12/2018 07/2019
Unemployed Moorestown NJ 03/2014 03/2019
Unemployed Cherry Hill NJ 01/2020 01/2021
Raymond James & Associates Princeton NJ 04/2025 07/2025
Raymond James & Associates Princeton NJ 07/2025 01/2026
Unemployed Cherry Hill NJ 11/2024 07/2025
Laurel Oak Wealth Management, Llc Marlton NJ 03/2026 Present
Unemployed Cherry Hill NJ 02/2026 02/2026
  • 03/2024 → 11/2024
    Jpmorgan Chase Bank, Na
    Newark, DE
  • 03/2024 → 11/2024
    Jpmorgan Securities Llc
    Newark, DE
  • 02/2023 → 03/2024
    Td Bank
    Mount Laurel, NJ
  • 02/2021 → 01/2023
    Handcraft Auto Body
    Philadelphia, PA
  • 04/2019 → 12/2019
    Td Bank
    Mount Laurel, NJ
  • 09/2021 → 01/2024
    Rutgers
    Camden, NJ
  • 12/2018 → 07/2019
    Abercrombie & Fitch Co.
    Cherry Hill, NJ
  • 03/2014 → 03/2019
    Unemployed
    Moorestown, NJ
  • 01/2020 → 01/2021
    Unemployed
    Cherry Hill, NJ
  • 04/2025 → 07/2025
    Raymond James & Associates
    Princeton, NJ
  • 07/2025 → 01/2026
    Raymond James & Associates
    Princeton, NJ
  • 11/2024 → 07/2025
    Unemployed
    Cherry Hill, NJ
  • 03/2026 → Present
    Marlton, NJ
  • 02/2026 → 02/2026
    Unemployed
    Cherry Hill, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-25
  • S65 Uniform Investment Adviser Law Examination
    2026-06-25
Other Names
  • Nebi Karatas
  • Nuhnebi Karatas

View on SEC IAPD

More in Marlton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor