Jacob Patrick Walsh

Hennion & Walsh Asset Management, INC.

2 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Hennion & Walsh Asset Management, INC.

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

67 advisors

Number of Clients

861 clients

Average Client Portfolio

$685K average

Assets Under Management

$590.1M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Hennion & Walsh Asset Management, INC.

March 2025 - Present · 11 mos

Hennion & Walsh, INC.Broker

September 2023 - Present · 2 yrs 5 mos

State Registrations26 states

AZCACOCTDEFLGAIDINKSLAMAMDMIMNMONCNJNMNVNYOHPATXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.