Jersey Shore Financial Advisors LLC

About us

Mission & Values

Our Promise

Experience

Community involvement

Who we serve

The family steward

Individuals in transition

Mature families

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Why fee-only?

Your interests first

JSFA Process

Goals and Objectives

Financial Planning

Tax Planning

Investment Management

Education Planning

Employee Benefits

Estate Planning

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In print

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Disclosure

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ADV Part II

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Compliance


Twin Lights of the Navesink

Jersey Shore Financial Advisors takes compliance issues very seriously. We strive to maintain compliance with applicable Federal and state securities rules, regulations and laws. We also adhere to the CFP® Board of Standards rules for Certified Financial Planner® Practioners.

For more information about securities regulation click on one of the links below:

North American Securities Administrators Association

New Jersey Bureau of Securities

Securities and Exchange Commission

Certified Financial Planner Board of Standards

Financial Planning Association

New Jersey Chapter of the Financial Planning Association


These links will open in a new window and are provided as a courtesy only and do not in any way suggest approval by any of the agencies, boards or other authorities.



Contact Jersey Shore Financial Advisors to schedule your free, no-obligation consultation to find out how we can work with you, putting your best interests first.

Click here to get in touch with us right away.

Fee-only -- because your best interests always come first.