AJ
AJ

Adam Jerry Janowski

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738

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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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Other Business ActivitiesSells Insurance

Adam works as an agent/representative for Mutual Inc, providing financial and retirement planning services, tax advice, and preparation, dedicating full-time hours to this role. He also serves as CEO/Coach for Long Island Goalkeeper Academy Inc, providing soccer coaching resources, spending about a quarter of his time on this non-investment related activity.

Employment History
Current Registrations
Planmember Securities Corporation
July 2021 - Present · 4 yrs 7 mos
Planmember Securities CorporationBroker
March 2020 - Present · 5 yrs 11 mos
State Registrations9 states
COCTFLGANHNYPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Jerry Janowski - Financial Advisor | TrueAdvisor