John Joseph Hanlon

CFP

Private Client Services, LLC

41 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

3393 Bargaintown Road, Egg Harbor Twp, NJ, 08234

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History

Regulatory History (1)

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Customer Dispute

August 1989

Award / Judgment

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Other Business Activities

John is a portfolio manager for Hanlon Mutual Funds, spends time with VestGen Advisor LLC and VestGen Investment Management LLC, and is involved in several other ventures including property rental management, a condo development project, and a charitable foundation. He also serves as Chairman of the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and is a Limited Partner, Principal and Founding Member of VestGen Wealth Partners Holdings, LLC.

Employment History

Current Registrations

Private Client Services, LLCBroker

January 2025 - Present · 1 yr 1 mo

Vestgen Advisors, LLC

December 2024 - Present · 1 yr 2 mos

Vestgen Investment Management

March 2003 - Present · 22 yrs 11 mos

Previous Registrations

Vestbridge Advisors, INC

September 2022 - November 2024 · 2 yrs 2 mos

Purshe Kaplan Sterling InvestmentsBroker

May 2003 - December 2024 · 21 yrs 7 mos

Sentra Securities CORP

March 2003 - May 2003 · 2 mos

Sentra Securities CorporationBroker

March 2003 - May 2003 · 2 mos

Sentra Securities CORP

July 2002 - March 2003 · 8 mos

Sentra Securities CorporationBroker

October 1994 - March 2003 · 8 yrs 5 mos

Foresters Equity Services, INC.Broker

July 1994 - November 1994 · 4 mos

Barron Chase Securities, INC.Broker

March 1992 - October 1992 · 7 mos

Painewebber IncorporatedBroker

December 1985 - April 1992 · 6 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 1983 - December 1985 · 2 yrs 11 mos

State Registrations7 states

CAFLNCNJNYPASC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.