Jay
Ahlbeck
Planning Capital Management Corp
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About this Advisor
Jay Ahlbeck is a chartered financial consultant operating out of Plainfield, New Jersey who has 15 years of relevant experience. Ahlbeck is an employee of Planning Capital Management Corp. Their career trajectory has included roles at Planning Capital Management Corp and Jda Associates. Ahlbeck maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Planning Capital Management Corp is an advisory company based in Wayne, PA. It has offices in four locations and a total of six financial advisors. It has $273 million in total assets between its 856 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 856 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Planning Capital Management Corp most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planning Capital Management Corp Brokerage Details
$273,274,047
6
856
$319,245
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
Jay Ahlbeck Work History
Jay has been registered as a financial advisor for 15 years.*
Planning Capital Management Corp
Jda Associates
*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 Jay Ahlbeck 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 Planning Capital Management Corp
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Plainfield, NJ
Wayne, PA
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