Jennette
Brilliant
Aj Wealth
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About this Advisor
Jennette Brilliant is a certified financial planner operating out of New York, New York who has 3 years of industry experience. Brilliant is an advisor for Aj Wealth. The advisor has gained experience at Silver Point Capital Lp and Aj Wealth. Brilliant maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California and New York. Aj Wealth is a registered investment business operating out of New York, NY. It administers $2 billion in assets between its 797 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 797 customer accounts, 46% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fee schedules typically are based on the services. However, fee types charged by Aj Wealth can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aj Wealth Brokerage Details
$2,370,092,170
45
797
$2,973,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jennette Brilliant Work History
Jennette has been registered as a financial advisor for 3 years.*
Aj Wealth
Silver Point Capital Lp
*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 Jennette Brilliant 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 Aj Wealth
New York, NY
Mount Pleasant Drive, SC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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.
