Andrew Julius Feldman
Investment adviser representative at A J Feldman Financial, LLC
16 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$135.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- A J Feldman Financial, LLCAug 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 5 states (IL, IN, MA, MI, PA).
A J Feldman Financial, LLC
$135.9MAssets managed
140Clients
1Advisers
1 yearIn 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
- 5146719
- Firm CRD
- 154773