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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Logan Cassidy is an Investment Advisor Representative at Sax Wealth Advisors, LLC. Jack has been with Sax Wealth Advisors for over three years, and specializes in working with high-net-worth individuals, charitable organizations, corporations, and individuals. Jack holds a Series 65 license and has been in the financial services industry for over eight years.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
10/26/2022 - Present
SAX Wealth Advisors, LLC (PARSIPPANY NJ)
IA
Issued 12/12/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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