Jason
Gabrieli

Hfm Investment Advisors, LLC

CRD#5692911
Investment Advisor
in Glassboro, NJ

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About this Advisor

Jason Gabrieli is a financial advisor based in Glassboro, New Jersey, working with Hfm Investment Advisors, LLC. Jason has previously held positions at Events By Gm, LLC, Hfm Investment Advisors, Inc, and Hfm Investment Advisors, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Jason is part of Hfm Investment Advisors, LLC, which operates out of Glassboro, New Jersey. The firm has 5 employees and manages assets totaling $261.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hfm Investment Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

102 West High Street Suite 200
Glassboro, NJ 08028

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Hfm Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$261,201,083

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

5

NJ Average: 92
Total Number of Accounts

1,228

NJ Average: 6,978
Average Account Size

$212,704

NJ Average: $1,450,417

Investment Advisory Services

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

Jason Gabrieli Work History

2020 - Present (4 years)

Hfm Investment Advisors, LLC

2017 - Present (7 years)

Hfm Investment Advisors, LLC

2011 - Present (13 years)

Events By Gm, LLC

2014 - 2017 (3 years)

Hfm Investment Advisors, Inc

Disclosures

Please visit the SEC profile of Jason Gabrieli 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 Hfm Investment Advisors, LLC

Joseph Gaspari
Glassboro, NJ
Jason Gabrieli
Glassboro, NJ
Catherine Allen-Carlozo
Glassboro, NJ
Tyler Reedman
Glassboro, NJ
Michael Pallozzi
Glassboro, NJ

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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