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Jack Wiener

&partners
41 Years of Experience
Florham Park, NJ
1 DisclosureBroker
View SEC Summary
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Jack Wiener is a registered investment advisor at &partners, based in Florham Park, NJ, with 41 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25B Vreeland Rd. Suite 110, Florham Park, NJ, 07932

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jack owns Florham Park Wealth Advisors LLC, dedicating minimal time to office space rental. He also has 100% ownership of JLJ Advisors, LLC, dedicating full-time hours to this investment-related activity.

Employment History
Current Registrations
&partners
November 2025 - Present · 11 mos
&partners
November 2025 - Present · 11 mos
&partnersBroker
November 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
June 2012 - November 2025 · 13 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2012 - November 2025 · 13 yrs 5 mos
RBC Capital Markets, LLC
May 2002 - July 2012 · 10 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2002 - July 2012 · 10 yrs 4 mos
Tucker Anthony IncorporatedBroker
September 1999 - March 2002 · 2 yrs 6 mos
Gibraltar Securities CO.Broker
May 1994 - September 1999 · 5 yrs 4 mos
Hym Financial, INC.Broker
July 1986 - May 1994 · 7 yrs 10 mos
American Eagle Securities, INC.Broker
October 1984 - October 1984 · 0 mos
Tucker, Anthony & R. L. Day, INC.Broker
December 1983 - August 1984 · 8 mos
Blinder, Robinson & Co.,inc.Broker
June 1983 - December 1983 · 6 mos
State Registrations37 states
ARAZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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