Jaime L. Quinones, CFP<sup>&reg;</sup> - Financial Advisor

Jaime L. Quinones, CFP®

EA

Wealth Management Advisor

Stockade Wealth Management

25 N. Main Street, 2nd Fl
Marlboro, NJ 07746
FINANCIAL ADVISOR'S WEBSITE
(848) 248-4600 CONNECT WITH Jaime
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General

Jaime Quinones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stockade Wealth Management in Marlboro, NJ and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ professional, Jaime Quiñones emphasizes a holistic approach to asset and investment management. He helps determine his clients risk tolerances, investment objectives, and long-term financial goals. After a complete analysis of the information, he creates a tailored financial plan and implements a structured process to help his clients pursue their goals. He then continues to provide ongoing support and reviews for the life of the plan, which often can transcend multiple generations within a clients’ family.

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Financial Advisor Experience

With over a decade of financial services experience, Jaime has guided his clients through all different types of market conditions and life milestones. Whether it has been the birth of child, the loss of a loved one, or the emotional roller coaster of a turbulent stock market, he always provides a steady hand and treats each of his clients as if they were family. He believes that the key to financial success is creating a plan and having the right people behind you to fully execute it and support you along your journey.

*Securities Registrations held with LPL Financial*

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance: NY, NJ, FL, NC
  • Fixed annuities: NY, NJ, FL, NC
  • Variable annuities: NY, NJ, FL, NC

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities, Asset Management, and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Investing in stocks, mutual funds, ETFs and certain types of annuities involves risk including loss of principal.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances

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Helpful Financial Planning Resources