Jeremy Portnoff, CFP®, CFS®, CTS™

Woodbridge, New Jersey, 07095
advisor

Member Since 2006

Portnoff Financial LLC provides comprehensive financial planning and investment management services on a strictly fee-for-service basis so that you can be confident that you are receiving independent advice free from hidden fees. My approach is to keep the process simple and manageable. I act as a “Financial Coach” to guide you step by step in the various areas of your financial affairs to help you get and stay on track financially. Having a financial coach will help you develop your financial and investment plan over time in a clear and manageable fashion increasing your chances for success.
Contact Jeremy
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 10

  • Education

    • CSU Fullerton (BA Finance- Financial Planning)

  • Certifications and Designations

    • CFP®
    • AIF®
    • CRPS®
    • CES™
    • CFS®
    • CTS™
    • CAS®

  • Association Memberships

    • NAPFA (National Association of Personal Financial Advisors)
    • FPA (Financial Planning Association)
    • Ed Slott\'s Master Elite IRA Advisor Group
    • HS Dent Advisors Network

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee, Hourly fee
    • Investment Services: Asset-based fee, Fixed fee, Hourly fee

  • Primary Custodian(s)

    • FTJ FundChoice, LLC
    • Genworth Financial Wealth Management

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them annually and upon request
    • I review my clients' investment portfolios with them semi-annually, annually and upon request
 

  • Registration & Licensing

    • CRD/IARD Number: 135099
    • Securities Registrations: Series 65
    • Insurance Licenses: Life, Health

  • Company Names

    • Registered Investment Advisor: Portnoff Financial LLC
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Tax, IRA/Retirement Plan DIstribution & Inheritance planning

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None

  • Insurance Products

    • None

  • Tax Advice & Services

    • Tax Services: Tax Planning, Tax Efficient Investing
 
Contact Jeremy
 
Visit Website - http://www.portnofffinancial.com
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax

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