Yousef Khan is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 11 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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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
Yousef is an Investment Advisor Representative (IAR) with Bleakley Financial Group, dedicating full-time hours to serving clients. He also provides fixed insurance advice and notarizes forms for existing clients on an as-needed basis.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Onepoint Bfg Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 states
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