Josh Jalinski
Josh Jalinski is a registered investment advisor at Wealth Quarterback LLC, based in Toms River, NJ, with 19 years of industry experience. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,038 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Quarterback's annual investment management fee ranges from 1.00% to 1.75% of the value of your investments. This includes a base fee of 1% to 1.25%, plus an additional fee for the specific investment strategy used. Clients using the Tactical Managed Strategy pay an extra 0.50%, not exceeding 1.75% total. Fees are negotiable. Cash positions are included when calculating the fee. WQL may also direct clients to third-party investment advisors, and WQL will be compensated via a fee share from those advisors.
Location
1400 Hooper Ave, Toms River, NJ, 08753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josh sells variable, life, and fixed insurance, dedicating about a quarter of his time to research and recommend products. He is also the owner/president of Jalinski Advisory Group, Inc., an insurance agency, and spends nearly full-time assisting clients with insurance needs.
Employment History
Current Registrations
Wealth Quarterback LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Tfs Advisory Services
Tfs Securities, INC.Broker
Park Avenue Securities LLCBroker
State Registrations9 states
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.