Jonathan Shen
Investment adviser representative at Sax Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm 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 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
12 years in the industry.
- Sax Wealth Advisors, LLCApr 2023 to now
- LPL Financial, LLCMar 2021 to Apr 2023
- Private Portfolio PartnersMar 2021 to Apr 2023
- JP Morgan Chase BankMay 2017 to Feb 2021
- JPMorgan Securities, LLCMay 2017 to Feb 2021
- Equity Services, IncJul 2014 to May 2017
- Nl Financial Alliance / National Life Ins CoMay 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 6361793
- Firm CRD
- 119193