Wealth Quarterback, LLC (“Company”) is an SEC registered investment adviser located in Toms River, New Jersey. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s website on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company) will be profitable or equal any historical performance level(s).
Certain portions of Company’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
Please Note — Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealth Quarterback, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Wealth Quarterback, LLC by any of its clients. Any questions: Wealth Quarterback, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s website, to release and hold harmless Company, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,868 New Jersey wealth managers were considered for the award; 664 (18 percent of candidates) were named 2017 Five Star Wealth Managers.
Josh A Jalinski has qualified for the Top of The Million Dollar Round Table for the last 15 years confirmed as of Feb 28, 2023 based on the Income Method. Member detail requirements are available from: https://www.mdrt.org/join/member-requirements/
For 2023, a minimum of USD 720,000 of eligible annual gross income is required. The applicant must meet the minimums of USD 47,500 in new business.
Verification of eligible production under the income qualification method is accomplished via a certifying letter signed by the applicant. All applications submitted under the income method are subject to a random production verification audit at a later date. If selected, the individual will need to supply supporting documents, such as commission statements, that verify the amounts claimed. Applicants for the Top of the Table must continue to submit proof of production via certifying letter(s) until achieving 10 years of membership at that level. They may declare their eligibility without certifying letters or income documents when applying for the eleventh year of membership at Top of the Table level. Applicants for the Million Dollar Round Table are required to pay annual dues in the amount of $600 USD, while applicants for the Top of the Table are subject to additional annual dues in the total amount of $1,100 USD.
Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics of the Million Dollar Round Table shall serve to promote the highest quality standards of membership. These standards will be beneficial to the public and the insurance and financial services profession. Therefore, members shall:
Josh Jalinski was chosen from a record number of nominees who were evaluated by the editorial staff of Senior Market Advisor based on the following criteria:
