Jack
Baron

Revolve Wealth Partners, LLC

CRD#7645938
Investment Advisor
in Hackensack, NJ

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About this Advisor

Jack Baron is a financial advisor operating in Hackensack, New Jersey who has 1 year of industry experience. Baron currently works for Revolve Wealth Partners, LLC. The advisor has gained experience at Revolve Wealth Partners, LLC, Revolve Wealth Partners, Epic, Student and Na. Baron maintains a Series 65 license, designating them as an investment advisor representative, and can operate in New Jersey. Revolve Wealth Partners, LLC is a firm operating out of Hackensack, NJ. The company has a total of 17 financial advisors. It manages $657 million in assets between its 2,731 client accounts, placing it among the larger firms in the country by assets under management. Of its 2,731 customer accounts, 26% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Revolve Wealth Partners, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fees billed by Revolve Wealth Partners, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

411 Hackensack Avenue Suite 1005
Hackensack, NJ 07601

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Revolve Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$657,302,462

NJ Average: $10,121,009,343
Total Number of Employees

17

NJ Average: 92
Total Number of Accounts

2,731

NJ Average: 6,978
Average Account Size

$240,682

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jack Baron Work History

Jack has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Revolve Wealth Partners, LLC

2022 - Present (2 years)

Revolve Wealth Partners

2022 - 2022 (< 1 year)

Na

2021 - 2022 (1 year)

Epic

2004 - 2021 (17 years)

Student

*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 Jack Baron 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 Revolve Wealth Partners, LLC

John Tevnan
Hackensack, NJ
Jake Steinberg
Hackensack, NJ
Daniel Kimeldorf
Hackensack, NJ
Daniel Katz
Hackensack, NJ
Michael Israel
Hackensack, NJ
Logan Trenz
Hackensack, NJ
Joshua Joffe
Hackensack, NJ
Amy Brackett
Hackensack, 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.

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