Jeffrey Aknew Wright

Garden State Investment Advisory Services, LLC

29 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Garden State Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

2,122 clients

Average Client Portfolio

$265K average

Assets Under Management

$561.5M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.75%
$1.0M - $2.0M	1.50%
$2.0M - $3.0M	1.25%
$3M+	1.00%

The annual fee is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

328 Newman Springs Road, Red Bank, NJ, 07701

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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

September 2024

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Garden State Investment Advisory Services, LLC

August 2012 - Present · 13 yrs 6 mos

Garden State Securities, INC.Broker

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

December 2002 - May 2010 · 7 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2002 - May 2010 · 8 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

May 1998 - July 2001 · 3 yrs 2 mos

R.D. White & CO., INC.Broker

February 1997 - March 1998 · 1 yr 1 mo

Jw Charles Securities,inc.Broker

September 1995 - April 1996 · 7 mos

Gruntal & CO. IncorporatedBroker

January 1995 - September 1995 · 8 mos

State Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.