linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy James Breslin

TJB Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy James Breslin

Timothy Breslin is a financial advisor who has been in the industry for over 25 years. Timothy holds both Series 7 and Series 66 licenses. Timothy is currently registered with TJB Wealth Management LLC and offers financial planning and portfolio management for individuals. Timothy has previous experience with B Riley Wealth Management, Raymond James & Associates, Inc., Ameriprise Financial Services, Inc., and Janney Montgomery Scott LLC.

Firm Information

Timothy Breslin 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Breslin’s Registration & Firm History

PA

05/15/2023 - Present

TJB Wealth Management LLC (Spring City PA)

PA

10/13/2022 - 03/02/2023

B. RILEY WEALTH MANAGEMENT (Bryn Mawr PA)

PA

12/15/2015 - 10/06/2022

RAYMOND JAMES & ASSOCIATES, INC. (DEVON PA)

PA

10/05/2009 - 01/08/2016

AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)

DE

05/08/2009 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (WILMINGTON DE)

PA

05/07/2001 - 05/15/2009

JANNEY MONTGOMERY SCOTT LLC (MEDIA PA)

NY

02/10/1998 - 05/24/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Timothy James Breslin is right for you?

Licenses & Designations

BOTH

Issued 09/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 7 public disclosures for Timothy James Breslin. Review regulatory record here.
Not sure if Timothy James Breslin is right for you?