Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Smallwood is a registered representative of Smallwood Wealth Management, a registered investment advisor located in Red Bank, NJ. John is licensed to provide investment advice in New Jersey and Pennsylvania. John's experience in the financial services industry dates back to August 2014. John specializes in financial planning and portfolio management for individuals. John's current registrations are active in New Jersey and Pennsylvania. John's current firm manages approximately $262 million in assets.
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.
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
10/03/2023 - Present
Smallwood Wealth Management (RED BANK NJ)
BOTH
Issued 07/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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