TrueAdvisor
TrueAdvisor
BA
CFP
BA
CFP

Brett Tyler Agnew

Journey Strategic Wealth LLC
27 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Journey Strategic Wealth LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

Location

47 Maple Street, Suite 104, Summit, NJ, 07901

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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.

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Employment History
Current Registrations
Journey Strategic Wealth LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2017 - March 2021 · 3 yrs 7 mos
First Republic Securities Company, LLCBroker
June 2014 - December 2016 · 2 yrs 6 mos
Jmp Securities LLCBroker
September 2003 - June 2014 · 10 yrs 9 mos
Hotovec, Pomeranz & CO., LLCBroker
June 2001 - December 2002 · 1 yr 6 mos
E*offeringBroker
September 1999 - July 2000 · 10 mos
Volpe Brown Whelan & Company, LLCBroker
May 1997 - August 1999 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1997 - May 1997 · 3 mos
Protected Investors of AmericaBroker
July 1995 - December 1995 · 5 mos
Reynolds Kendrick Stratton, INC.Broker
November 1993 - January 1994 · 2 mos
Fortis Investors, INC.Broker
August 1993 - September 1993 · 1 mo
State Registrations5 states
CAHINYORTX
Advisor
Exams
No exam information available for this advisor.