Anthony Joslin
Anthony Joslin is a CFP-designated registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 33 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (11)
Customer Dispute
June 2019Regulatory
June 2014Customer Dispute
September 2005Customer Dispute
April 2005Customer Dispute
April 2005Customer Dispute
November 2004Customer Dispute
May 2004Regulatory
May 2004Employment Separation After Allegations
April 2003Customer Dispute
March 2003Customer Dispute
August 2000Other Business ActivitiesSells Insurance
Anthony is a broker for Guardian Life Insurance, Lafayette Life Insurance, and Mass Mutual Life Insurance, selling whole life insurance, term insurance, and fixed annuities. These activities take a few hours per week, about 10% of his time, and a few hours per week, respectively. Anthony also established LJ Partners, LLC in 2014 to pay for office expenses.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Grayson Financial LLCBroker
M.S. Farrell & Company, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations37 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.