Brett
Agnew
Journey Strategic Wealth LLC
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About this Advisor
Brett Agnew is a certified financial planner operating in Summit, New Jersey with a total of 2 years of industry experience. Agnew works at Journey Strategic Wealth LLC. Their career trajectory has included roles at Kristin Bartlow / Northwestern, First Republic Securities, Jmp Securities, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Agnew maintains a Series 63 license, designating them as a securities agent, and is registered to advise clients in California. Journey Strategic Wealth LLC is a registered investment business operating out of Summit, NJ. It has offices in four locations and a total of 23 financial advisors. It manages $3 billion in assets under management across its 1,547 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 1,547 customer accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically are based on the financial services provided. Fees charged by Journey Strategic Wealth LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,726,392,525
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
23
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1,547
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$1,762,374
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brett Agnew Work History
Brett has been registered as a financial advisor for 2 years.*
Journey Strategic Wealth LLC
Kristin Bartlow / Northwestern
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
First Republic Securities
Jmp Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Agnew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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