Earle
Jarden
Beacon Trust
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About this Advisor
Earle Jarden is a certified financial planner who works out of Morristown, New Jersey. Jarden is on the advisory team at Beacon Trust. Throughout their career, Jarden has worked at Sovereign B Ank, Santander Securities, LLC, Charles Schwab, Charles Schwab Bank, Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Facet Wealth, Pgim Investments, Beacon Trust and House Cat Homes, LLC. Jarden has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Beacon Trust is a registered investment company headquartered in Morristown, NJ. It has a total of 48 employees. It oversees $4 billion in total assets between its 2,675 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 50 charities and foundations. Of its 2,675 client accounts, 67% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely depend on the services. However, fees charged by Beacon Trust may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Trust Brokerage Details
$3,459,000,000
48
2,675
$1,293,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Earle Jarden Work History
Earle has been registered as a financial advisor for 0 years.*
Beacon Trust
Facet Wealth
Facet Wealth
Prudential Insurance Company Of America
Prudential Investment Management Services LLC
Pgim Investments
House Cat Homes, LLC
Charles Schwab
Charles Schwab Bank
Sovereign B Ank
Santander Securities, LLC
*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 Earle Jarden 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 Beacon Trust
Bohemia, NY
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
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.
