James
Derosa

Allstate Financial Advisors, LLC

CRD#847369
Investment Advisor
in Randolph, NJ

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About this Advisor

James Derosa is a chartered financial consultant working in Randolph, New Jersey. Derosa works at Allstate Financial Advisors, LLC. They have spent the entirety of their time as a financial advisor at Allstate Financial Advisors, Llc. Derosa holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Allstate Financial Advisors, LLC is an advisory firm that has its headquarters in Lincoln, NE. It has offices in 39 locations and a total of 335 people on staff. It administers $29 million in assets across its 139 accounts, making it one of the smaller investment advisory firms in the country by assets under management. The business provides selection of other advisers. Fees for financial management are based on which services are offered. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

less than 1 year

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1243 Sussex Tpke
Randolph, NJ 07869-2938

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

NJ Average: $1,978,216,465
Total Number of Employees

335

NJ Average: 226
Total Number of Accounts

139

NJ Average: 7,467
Average Account Size

$205,173

NJ Average: $264,928

Investment Advisory Services

  • Selection of other advisers

James Derosa Work History

James has been registered as a financial advisor for 0 years.*

2010 - Present (14 years)

Allstate Insurance Company

*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 James Derosa 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 Allstate Financial Advisors, LLC

Lester Norwood
Newport News, VA
Melissa Shanhouse
Tyler, TX
Robert Sorensen
Chico, CA
Joseph Beranger
Ventura, CA
Kevin Taalman
Northbrook, IL
Benjamin Alcid
Rockville, MD
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

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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