linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wally C Jandoli

Summit Financial, LLC

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

About Wally C Jandoli

Wally Jandoli is a Registered Representative and Investment Advisor Representative with Summit Financial, LLC, a firm with offices in Parsippany, New Jersey. Wally has been in the financial services industry since 1976 and has held previous positions with Purshe Kaplan Sterling Investments and Summit Equities, Inc. Wally is registered with the state of New Jersey. Wally specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Wally is committed to providing clients with the highest quality financial advice and services.

Firm Information

Wally Jandoli is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial 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.

Wally Jandoli’s Registration & Firm History

NJ

01/14/2019 - Present

Summit Financial, LLC (MANALAPAN NJ)

NJ

09/21/2018 - 12/03/2018

PURSHE KAPLAN STERLING INVESTMENTS (Manalapan NJ)

NJ

12/14/1982 - 09/21/2018

SUMMIT EQUITIES, INC. (MANALAPAN NJ)

NA

01/02/1988 - 06/14/1988

MML INVESTORS SERVICES, INC.

NA

04/26/1983 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

NA

11/03/1976 - 05/28/1982

CG EQUITY SALES COMPANY

Not sure if Wally C Jandoli is right for you?

Licenses & Designations

BC

Issued 09/22/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wally C Jandoli.
Not sure if Wally C Jandoli is right for you?