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Joel Heymsfeld

Princeton Global Asset Management LLC

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About Joel Heymsfeld

Joel Heymsfeld is a financial advisor with Princeton Global Asset Management LLC, located in Princeton, NJ. Joel is registered with the state of New Jersey, with the license type of "Investment Adviser Representative". Joel is a Chartered Financial Analyst (CFA). Joel Heymsfeld has over 20 years of experience in the financial industry. Prior to joining Princeton Global Asset Management LLC, Joel was employed by FAM Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith, Inc. Joel's firm provides financial planning, educational seminars, and portfolio management services to individuals and pension plans.

Firm Information

Joel Heymsfeld is currently registered with Princeton Global Asset Management LLC. Princeton Global Asset Management LLC is an investment advisory firm headquartered in Princeton, New Jersey. The firm has 3 licensed agents and 13 investment advisor representatives. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high net worth individuals, as well as pension and profit sharing plans. The firm manages approximately $605,788,806 in assets, with $579,370,537 of that managed discretionarily.
Princeton Global Asset Management LLC

17 HULFISH STREET

PRINCETON, NJ 08542

$605.79M

Assets Under Management

Not reported

Total Clients

14

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Joel Heymsfeld’s Registration & Firm History

NJ

02/19/2009 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

NY

08/05/2002 - 10/16/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

10/30/1978 - 06/08/2001

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NA

06/21/1972 - 11/04/1977

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

BC

Issued 08/19/1991

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/05/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Heymsfeld.
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