Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and earned his Series 7 and Series 63, becoming a Registered Representative with Allied Beacon Partners, Inc. a Virginia based Broker Dealer in 2010. Jason obtained his CERTIFIED FINANCIAL PLANNER(tm) certification in 2012.
At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC. and maintains a seat on the investment committee.
Jason is a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association(R) (FPA) and the Mahwah Chamber of Commerce. In his free time, Jason volunteers his expertise at Financial Planning Days, which are hosted by the Certified Financial Planner Board of Standards, Inc., Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors. He also volunteers for Habitat for Humanity, Meals on Wheels and other charities. Jason holds a B.S. in Business Administration (Finance concentration) from Ramapo College of New Jersey and resides in Bergen County.
Certified Financial Planner Board of Standards, Inc.(R) owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.