Janet
Sherry

Arkadios Wealth Advisors

CRD#2852367
Investment Advisor
in Neptune, NJ

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About this Advisor

Janet Sherry is a financial advisor based in Neptune, New Jersey, working with Arkadios Wealth Advisors. Janet has previously held positions at Arkadios Wealth, Triad Advisors, Inc, and Arkadios Capital. Janet has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Janet is part of Arkadios Wealth Advisors, which operates out of Neptune, New Jersey. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4814 Outlook Drive, Suite 104
Neptune, NJ 07753

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

NJ Average: $3,570,121,308
Total Number of Employees

153

NJ Average: 58
Total Number of Accounts

1

NJ Average: 1,608
Average Account Size

$2,681,123,534

NJ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Janet Sherry Work History

2019 - Present (5 years)

Arkadios Wealth

2019 - Present (5 years)

Arkadios Capital

2014 - 2019 (5 years)

Triad Advisors, Inc

Disclosures

Please visit the SEC profile of Janet Sherry 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 Arkadios Wealth Advisors

William Herford
Charlotte, NC
Matthew Pratt
Charlotte, NC
Stanton Wheeler
Ponte Vedra Beach, FL
Timothy Sperling
Scottsdale, AZ
Ronald York
Neptune, NJ
Kira Schleicher
Atlanta, GA
Benjamin Bateman
Rehoboth Beach, DE
Charles Walling
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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