Jennifer
Kirby
Talisman Wealth Advisors, LLC
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About this Advisor
Jennifer Kirby is a financial advisor who works in Mountainside, New Jersey, who has 2 years of relevant experience. Kirby is an employee of Talisman Wealth Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Bank Of America, N.A, Private Portfolio Partners, Family Leave and Talisman Wealth Advisors, LLC. Kirby maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Talisman Wealth Advisors, LLC is a company that has its headquarters in Mountainside, NJ. It oversees $140 million in assets across its 409 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 409 accounts, 40% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees are based on which services are offered. However, fees charged by Talisman Wealth Advisors, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Talisman Wealth Advisors, LLC Brokerage Details
$139,676,200
3
409
$341,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jennifer Kirby Work History
Jennifer has been registered as a financial advisor for 2 years.*
Talisman Wealth Advisors, LLC
Bank Of America, N.A
Private Portfolio Partners
Merrill Lynch
Family Leave
*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 Jennifer Kirby 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 Talisman Wealth Advisors, LLC
Mountainside, NJ
Mountainside, 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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