Jeremy
Rhen
Sax Wealth Advisors, LLC
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About this Advisor
Jeremy Rhen is a certified financial planner working in Pennington, New Jersey with 8 years of relevant experience. Rhen currently works for Sax Wealth Advisors, LLC. Over the course of their career, Rhen has held roles at Sax Wealth Advisors, LLC F/K/A Smf Financial Advisors, LLC, Sei Investments and Simon Property Group. Rhen maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in New Jersey. Sax Wealth Advisors, LLC is a financial advisory company that has its headquarters in Parsippany, NJ. The company has offices in three locations and a total of 13 financial advisors. It manages $1 billion in assets under management among its 2,664 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 2,664 client accounts, 41% belong to high-net-worth clients who have more than $1 million in assets. The firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on the services offered. Fees charged by Sax Wealth Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sax Wealth Advisors, LLC Brokerage Details
$1,287,688,205
13
2,664
$483,366
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeremy Rhen Work History
Jeremy has been registered as a financial advisor for 8 years.*
Sax Wealth Advisors, LLC F/K/A Smf Financial Advisors, LLC
Sei Investments
Simon Property Group
*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 Jeremy Rhen 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 Sax Wealth Advisors, LLC
Pennington, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, 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.
