John Sargenti (CRD# 7811135) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Basking Ridge, NJ | Feb 2024 - Current | < 1 |
| Pruco Securities LLC | Basking Ridge, NJ | Aug 2023 - Current | < 1 |
| Brighton Bank | Brighton, TN | Jun 2023 - Sep 2023 | < 1 |
| Braen Supply | Wanaque, NJ | Jan 2023 - Jun 2023 | < 1 |
| Unemployed | Wycoff, NJ | May 2022 - Jan 2023 | < 1 |
| Rutgers Business School | Newark, NJ | Sep 2019 - May 2022 | 2 |
| New York Jets | Florham Park, NJ | Sep 2021 - Jan 2022 | < 1 |
| Rsm Maintenance | Paramus, NJ | Jan 2018 - Dec 2019 | 1 |
| Bergen Community College | Paramus, NJ | Sep 2015 - May 2019 | 3 |
| Unemployed | Wycoff, NJ | Jun 2015 - Sep 2015 | < 1 |
| Ramapo High School | Franklin Lakes, NJ | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NJ
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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