Jerome Goldberg
Jerome Goldberg is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Eatontown, NJ, with 44 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
12 Christopher Way, Eatontown, NJ, 07724
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Regulatory History (1)
Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Jerome is an agent at Primary Financial and Goldberg Financial Associates, both life insurance brokerages, and a partner at WPS Wealth Advisors, LLC, selling life insurance. He also owns GFA Wealth Advisers, used for payroll purposes, and spends about a quarter of his time on these activities.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
1717 Capital Management CompanyBroker
New England SecuritiesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations16 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.