Jed
Glick

Seelaus Asset Management, LLC

CRD#6941799
Investment Advisor
in Chatham, NJ

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About this Advisor

Jed Glick is a chartered financial analyst operating in Chatham, New Jersey who has 3 years of relevant experience. Glick is an advisor for Seelaus Asset Management, LLC. The advisor has gained experience at Savoy Capital, Inc, Boatwright Capital LLC, Ni2O Inc, Ibex Wealth Advisors and Seelaus Asset Management. Glick can serve investors in New Jersey, New York and Texas. Seelaus Asset Management, LLC is an advisory firm headquartered in Chatham, NJ. The company has offices in two locations and a total of 29 advisors. It controls $1 billion in assets under management between its 526 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 526 customer accounts, 51% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Seelaus Asset Management, LLC most likely consist of any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

26 Main Street Suite 304
Chatham, NJ 07928

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Seelaus Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,071,837,219

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

29

NJ Average: 92
Total Number of Accounts

526

NJ Average: 6,978
Average Account Size

$2,037,713

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jed Glick Work History

Jed has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Seelaus Asset Management

2018 - 2020 (2 years)

Ibex Wealth Advisors

2017 - 2018 (1 year)

Ni2O Inc

2016 - 2018 (2 years)

Boatwright Capital LLC

2011 - 2016 (5 years)

Savoy Capital, Inc

*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 Jed Glick 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 Seelaus Asset Management, LLC

Albert Murray Iii
Chatham, NJ
Sid Bakst
Chatham, NJ
William Wachtel
Summit, NJ
Clifford Sterling
Chatham, NJ
Kenneth Klein
Chatham, NJ
Lee Sterling
Red Bank, NJ
David Mangone
Red Bank, NJ
Karolina Pajdak
Chatham, 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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