Josh Jalinski was recently named a Five-Star Wealth Manager for 2011 as featured in New Jersey Monthly magazine.* Josh was also named a finalist for Advisor of the Year by Senior Market Advisor magazine - out of thousands of financial advisors who were nominated for the award, the editors chose only the top five advisors in the United States.** Josh has even been selected for Million Dollar Round Table, the premier association of the top 1% of financial professionals in the world. Josh has also attained elite status in the Court of the Table (only the top one-tenth of 1% make this category).***
Not only is Josh highly regarded in the financial community but he also is an educator on his weekly radio show, Josh teaches you how to lower risk, minimize taxes, and maximize wealth every Saturday at 2pm on 710 AM WOR ! Josh is also the host of the popular Financial Quarterback Radio Show 1160 WOBM AM (heard every Tuesday at 10am at www.wobmam.com) radio and 92.7 WOBM FM (heard every Sunday at 6am on www.wobm.com). Josh has also been featured on Comcast’s Lynn Doyle Show, CNN, and other nationwide radio and TV spots due to his financial insights.
Josh has interests in using financial planning techniques to enhance philanthropic interests with charities. To that end, Josh received the Freedom Award from Senator Jim Demint, due to his past involvement as a president of a large non-profit organization of over 5,000 volunteers. He holds Financial Industry National Regulatory Authority (FINRA) series 6, 7, 24 (Registered Principal) and 66 licenses. Josh Jalinski is married to the love of his life, Beth. He has two beautiful daughters – Elisabeth Eve and Marilyn Mae and another one on the way.
Check out Josh's blog below or check out his website at www.jalinski.org.
If you have any questions, give the Financial Quarterback a call at 888-988-JOSH
first down - saturday podcasts
Financial Quarterback with Josh Jalinski - May 19, 2012
Josh is joined by trader and author of the sevensreport.com Tom Essaye to discuss the market reaction to the Facebook IPO and whether or not you should buy into it. Also, stocks to avoid and others you should look into for good opportunities on healthy r
Financial Quarterback with Josh Jalinski - May 12, 2012
Josh speaks with Pamela Yellen, author of the New York Times best-selling book, Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future
Financial Quarterback with Josh Jalinski - May 13, 2012
Josh was joined by Larry Seruma, Managing Principal of Nile Capital Management LLC, the Advisor of the Nile Africa Funds, to discuss investment opportunities on the African continent. According to Mr. Seruma Africa is currently at a state where India and
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* Five Star Professional partnered with New Jersey Monthly magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than two percent of the more than 37,000 wealth managers in the New Jersey area were selected. A survey was provided to approximately one in four high-net-worth-households (more than 235,000 consumers), and 34,000 financial services professionals within the New Jersey area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals. (http://www.fivestarprofessional.com/2011/2011_new_jersey_five_star_wealth_managers_announced.php)
**Josh was selected by the editorial staff of Senior Market Advisor based on the following criteria:1.)Have a minimum of five consecutive current years as an advisor; 2.) Have garnered a minimum of $5 million in annuity/life insurance premium in PERSONAL production during 2009; 3.)Clear a 7-year background check for civil, criminal and business violations by the National Ethics Bureau (for complete details about the background check, visit ethicscheck.com) 4.)Have an average client age of 60 or older 5.)Be able to demonstrate a commitment to community involvement.
*** Josh received this award because he passed the Million Dollar Round Table organization's Income Qualification Method. This means that he earned a minimum of USD 450,000 in annual gross income from insurance and financial products. See this link for more details
