Timothy John Fitzgerald
Investment adviser representative at Mjp Wealth Advisors
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mjp Wealth AdvisorsMar 2021 to now
- Mjp Associates, Inc.Mar 2021 to now
- LPL Financial LLCSep 2017 to Mar 2021
- UnemployedApr 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CT).
Mjp Wealth Advisors
Legal name: Mjp Associates, Inc.
$1.6BAssets managed
906Clients
12Advisers
22 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
- 4639812
- Firm CRD
- 127654