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Gina Marie Stacey

TJB Wealth Management LLC

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About Gina Marie Stacey

Gina Marie Stacey is a financial advisor with TJB Wealth Management LLC, a firm based in East Stroudsburg, Pennsylvania. Gina has been a registered investment advisor since 2020 and holds the Series 65 and Series 66 licenses. Gina previously worked with Girard Investment Services, LLC and Equitable Advisors, LLC, and has a strong background in financial planning. Gina specializes in helping both individuals and high-net-worth individuals with their financial goals. TJB Wealth Management LLC specializes in portfolio management for individuals and financial planning, offering a range of services to meet clients' needs.

Firm Information

Gina Stacey is currently registered with TJB Wealth Management LLC. TJB Wealth Management LLC is an independent financial advisor with 1 licensed agent and 1 investment adviser representative. The firm manages $12,023,087 in regulatory assets under management, with $7,963,081 being discretionary. The firm offers financial planning and portfolio management services for individuals. TJB Wealth Management LLC has a total of 98 accounts, of which 72 are discretionary. The firm primarily works with high-net-worth individuals and individuals other than high-net-worth.

$12.02M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gina Stacey’s Registration & Firm History

PA

05/15/2023 - Present

TJB Wealth Management LLC (EAST STROUDSBURG PA)

PA

01/18/2023 - 04/03/2023

GIRARD INVESTMENT SERVICES, LLC (SOUDERTON PA)

PA

11/12/2020 - 02/11/2021

EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

IA

Issued 05/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gina Marie Stacey.
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