Kenneth Jay Weingarten
Investment adviser representative at Weingarten Associates, L.L.C.
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$200.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Sax Wealth Advisors, LLCOct 2026 to now
- Weingarten Associates, L.L.C.May 2003 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Weingarten Associates, L.L.C.
$200.3MAssets managed
65Clients
1Advisers
4 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
- 4692544
- Firm CRD
- 127718