JOURNEY STRATEGIC WEALTH LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 310648). Regulatory assets under management: $4.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| brown edward charles | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / MANAGING DIRECTOR & FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER (+4 more) | oakland, CA |
| Amanda Petronella Coetzee | CHIEF COMPLIANCE OFFICER | — |
| Penny Alexandra Phillips | MEMBER, CO-FOUNDER, PRESIDENT; MEMBER / MANAGER | Summit, NJ |
| Michael Charles Brown | MANAGING PARTNER, CO-FOUNDER, AND FINANCIAL ADVISOR; MEMBER / MANAGER | — |
| Brian R Flynn | MANAGING PARTNER, CO-FOUNDER, AND FINANCIAL ADVISOR; MEMBER / MANAGER | — |
| Charles Franklin Britton | MEMBER | — |
| PHILLIPS PENNY ALEXANDRA | MANAGING MEMBER; MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER; MEMBER AND PRESIDENT (+3 more) | — |
| FLYNN BRIAN R | MANAGING MEMBER; MANAGING MEMBER / MANAGING DIRECTOR & FINANCIAL ADVISOR; MANAGING MEMBER / MANAGING PARTNER & FINANCIAL ADVISOR (+3 more) | — |
| LO BASSO DAMIAN FRANK | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER, CO-FOUNDER, CHIEF EXECUTIVE OFFICER, AND CHIEF OPERATING OFFICER; MANAGING PARTNER, CO-FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BRITTON CHARLES FRANKLIN | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ALAMO | CA | 3 | (415) 840-3099 |
| ALAMO | CA | 3 | (415) 840-3099 |
| RICHMOND | VA | 3 | 804-525-9700 |
| RICHMOND | VA | 3 | 804-525-9700 |
| TAMPA | FL | 2 | 8137204200 |
| ST LOUIS PARK | MN | 2 | 6124129971 |
| TAMPA | FL | 2 | 8137204200 |
| ST LOUIS PARK | MN | 2 | 6124129971 |
| COLORADO SPRINGS | CO | 1 | 7194714774 |
| COLORADO SPRINGS | CO | 1 | 7194714774 |