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Featured Business Financial Advisor in Haddonfield, NJ
Haddonfield Financial Advisors
Planning Capital Management
30 South Haddon Avenue
Haddonfield, NJ 08033
(908) 507-4941
“Wealth Management and Planning Strategies without Boundaries”
Advisor Profile
Jay Ahlbeck, CLU®, ChFC®
Name:  Jay Ahlbeck, CLU®, ChFC®
Phone Number:  (908) 507-4941
Website:  Visit Website
Disclosure Link:
https://www.adviserinfo.sec....
Disclaimer
We are in the process of updating the data above and our filings with the SEC. Our firm has grown significantly in 2016, with assets currently under management approaching $100,000,000.

About Planning Capital Management

Investment advise is what our new clients expect, but our existing clients consistently tell us it is our process and knowledge of their personal circumstances that is appreciated most.

In order to provide the most impactful advice, we believe in…

Seeing the Big Picture

The best financial decisions are made when all aspects of your financial matters are taken into consideration. Without a comprehensive view and understanding of your financial situation, it is difficult to make good decisions.

Teamwork

No single Advisor is an expert in all aspects of financial decision making. That is why we work with a broad team of professionals, each with their own expertise and experience helping clients navigate specific life events.

Having Someone to Call

Financial matters can happen fast and sometimes unexpectedly. When they do, you might want some help, advice or an unbiased second opinion. Regardless of the financial event, our clients call us first.

Service

We have a passion for helping our clients make confident and informed financial decisions.
 

General Information

CRD#:    1821237
Firm CRD#:    112994
SEC File#:    N/A
Insurance License#:    9584907
Name of Broker/Dealer:    Registered Investment Advisor (Fee Only Fiduciary)
Name of Custodial Firm:    Charles Schwab
States Licensed in:    NJ,PA and serve clients in many other states under de minimis rules
States Willing to do Business in:    Abington,Ambler,Ardmore,Aston,Atco,Bala Cynwyd,Bensalem,Berlin,Berwyn,Beverly,Birmingham,Blackwood,Blue Bell,Bordentown,Bridgeport,Bristol,Brookhaven,Broomall,Bryn Athyn,Bryn Mawr,Burlington,Camden,Cheltenham,Cherry Hill,Chester,Clarksboro,Claymont,Clayton,Clementon,Clifton Heights,Columbus,Conshohocken,Croydon,Crum Lynne,Darby,Devon,Drexel Hill,Elkins Park,Elmer,Essington,Fairless Hills,Feasterville Trevose,Florence,Flourtown,Folcroft,Folsom,Fort Washington,Franklinville,Gibbsboro,Gibbstown,Gladwyne,Glassboro,Glen Mills,Glendora,Glenolden,Glenside,Gloucester City,Grenloch,Gwynedd,Gwynedd Valley,Hainesport,Hammonton,Harrisonville,Hatboro,Haverford,Holmes,Horsham,Huntingdon Valley,Jamison,Jenkintown,Jobstown,Juliustown,King Of Prussia,Lafayette Hill,Langhorne,Lansdowne,Levittown,Lumberton,Malaga,Mantua,Maple Shade,Marcus Hook,Marlton,Medford,Media,Merchantville,Merion Station,Mickleton,Monroeville,Moorestown,Morrisville,Morton,Mount Holly,Mount Laurel,Mount Royal,Mullica Hill,Narberth,National Park,New Lisbon,Newfield,Newtonville,Newtown Square,Norristown,North Wales,Norwood,Oreland,Palmyra,Paulsboro,Pedricktown,Pemberton,Pennsauken,Philadelphia,Pitman,Plymouth Meeting,Prospect Park,Rancocas,Richboro,Richwood,Ridley Park,Riverside,Riverton,Roebling,Runnemede,Sewell,Sharon Hill,Sicklerville,Somerdale,Southampton,Springfield,Stratford,Swarthmore,Swedesboro,Thorofare,Upper Darby,Villanova,Vincentown,Voorhees,Wallingford,Warminster,Warrington,Waterford Works,Wayne,Wenonah,West Berlin,Westville,Williamstown,Willingboro,Willow Grove,Winslow,Woodbury,Woodbury Heights,Woodlyn,Woodstown,Wyncote,Wynnewood,Northern New Jersey
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    17
Work Experience:    Mr Ahlbeck spent his entire professional career in the field of
financial services prior to founding JDA & Associates in January of
2003.

Mr Ahlbeck launched JDA & Associates after 15 years of
experience working in large diversified financial institutions. As a
Senior Vice President at Fleet Bank (formerly Summit Bank), Mr
Ahlbeck managed a 20 member staff of Account Executives
servicing affluent clients. Mr Ahlbeck gained diverse experience
and knowledge while managing his staff and building client
relationships.

While working for Wealth Strategies, Private Banking, Quick &
Reilly Brokerage, and Fleet Insurance Services (all units of Fleet
Boston Financial) Mr Ahlbeck was immersed in wealth
management and planning strategies for high net worth clients.

Mr Ahlbeck?s role as a manager has given him exposure to, and an
understanding of, some of the most complex financial planning
situations. Mr Ahlbeck left an institutional setting to establish a ?
boutique? firm focused on providing clients exceptional financial
products and services across institutional boundaries and without
any bias toward a single employer or institution. Although his
management experience has proven invaluable, Mr Ahlbeck
believes his greatest resource is his passion for providing client
solutions.

In 2006, JDA & Associates became affiliated with Planning Capital
Management. Jay has become an invaluable part of the team since
then, bringing his high level of expertise and experience to our
clients. Jay is a Chartered Financial Consultant (ChFC) and
Chartered Life Underwriter (CLU).
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Commodities, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your home, At your office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)
Securities Licenses:    Series 63, Series 65
Insurance and Annuity Licenses:    Health, Disability, Life
 

Firm Information

Firm's Number of Clients:    375
Firm's Number of Planning Clients:    150
Firm's Number of Managed Clients:    329
Assets Managed by Firm:    $180,000,000
Advisor's Number of Clients:    22
Advisor's Number of Managed Clients:    22
Advisor's Number of Planning Clients:    22
Assets Managed by Advisor:    $50,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Based on Assets
Fee % Based on Assets:    0.55 to 1%
Additional Details on Charges:    Please call for details. We always carefully explain our fees and put
them in a written agreement so it is clear to our clients exactly how
we are paid.
Minimum Fee Charged for Managed Accounts:    $4,000
Minimum Fee Charged for Hourly Planning Accounts:    $4,000
 
 
 
Prepared By: Jay Ahlbeck, CLU®, ChFC®

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