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Theresa Jean Yarosh

Investment adviser representative at Npa Asset Management, LLC
21 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Npa Asset Management, LLCNov 2011 to now
  2. Nationwide Planning Associates, IncNov 2011 to now
  3. Penn Mutual Life Ins CoMay 2011 to now
  4. International Planning Alliance, LLCNov 2005 to now
  5. Guardian Life Insurance CoSep 2005 to now

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Npa Asset Management, LLC

$1.1BAssets managed
2,746Clients
51Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1693824
Firm CRD
131534
Advisor's SEC record (opens in a new tab)
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