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John Vincent Wallace

Hennion & Walsh Asset Management, Inc.

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About John Vincent Wallace

John Vincent Wallace is a registered representative with Hennion & Walsh Asset Management, Inc. John has been in the securities industry since September 1998. John holds Series 7, 63, and 65 licenses and has been registered with the state of New Jersey since September 1998. John is also registered with the state of New Jersey as an investment advisor representative. John specializes in working with high-net-worth individuals, corporations, and other businesses. John is dedicated to providing clients with personalized financial planning and investment advice to help them reach their financial goals.

Firm Information

John Wallace is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Wallace’s Registration & Firm History

NJ

09/06/2007 - Present

Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 09/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Vincent Wallace.
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