Wealth Quarterback provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Wealth Quarterback reports 1,117 clients. They include 908 individual clients, 203 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 99.4% ($389M across 2,003 accounts) are managed with discretion; $2.17M across 39 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 42% |
| High-net-worth individuals | 18% | 57% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 908 | $165M | 42.2% | $182K |
| High-net-worth individuals | 203 | $222M | 56.7% | $1.09M |
| Pension and profit-sharing plans | 6 | $4.1M | 1.0% | $684K |
| Charitable organizations | Fewer than 5 | $8.99K | 0.0% | — |
| Total | 1,117 | $391M | 100% | — |
- Clients
- 908
- Regulatory AUM
- $165M
- AUM share
- 42.2%
- Avg. per client
- $182K
- Clients
- 203
- Regulatory AUM
- $222M
- AUM share
- 56.7%
- Avg. per client
- $1.09M
- Clients
- 6
- Regulatory AUM
- $4.1M
- AUM share
- 1.0%
- Avg. per client
- $684K
- Clients
- Fewer than 5
- Regulatory AUM
- $8.99K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 1,117
- Regulatory AUM
- $391M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wealth Quarterback is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Stand-alone financial planning is a negotiated fixed fee of $200 to $50,000, or an hourly fee of $200 to $1,000.
Josh Jalinski owns 75% or more of Wealth Quarterback. The leadership team of Wealth Quarterback includes President Josh Jalinski and Chief Compliance Officer Thomas Clancy. It has 11 employees, 5 of them in advisory roles.
Staff
- 11 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 4 insurance agents
- Owns 75% or more of Wealth Quarterback LLC
Josh Jalinski
Control person · since February 2016
Wealth Quarterback’s regulatory assets grew 1.9× from $207M (April 2021) to $391M (March 2026); clients rose from 794 to 1,117 and employees fell from 12 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $391M | 1,117 | 11 | 15 |
| Mar 2025March 2025 | $332M | 1,038 | 10 | 16 |
| Mar 2024March 2024 | $288M | 981 | 10 | 18 |
| Mar 2023March 2023 | $237M | 990 | 10 | 18 |
| May 2022May 2022 | $262M | 896 | 10 | 20 |
| Apr 2021April 2021 | $207M | 794 | 12 | 20 |
Besides its headquarters, Wealth Quarterback has 14 offices, with 15 listed addresses across 4 states.
New Jersey · 7 listed addresses
- 1400 Hooper Ave, Toms RiverHQ
- Regus Executive Center, Princeton
- Regus Executive Center, Basking Ridge
- Regus Executive Center, Red Bank
- Regus Executive Center at Continental Plaza, Hackensack
- Regus Executive Center, Cherry Hill
- Regus Executive Center, Short Hills
New York · 6 listed addresses
- Regus Executive Center, New York
- Regus Executive Center, New York
- Regus Executive Center, Suffern
- Regus Executive Center, Yonkers
- Regus Executive Center, Manhasset
- Regus Executive Center, Melville
Connecticut · 1 listed address
- Regus Executive Center, Stamford
Pennsylvania · 1 listed address
- Regus Executive Center, Doylestown
Contact and registration details
- Legal name
- Wealth Quarterback LLC
- Headquarters
- 1400 Hooper Ave, Toms River, NJ 08753
- Website
- thefinancialquarterback.us
- Phone
- 732-965-8190
- SEC file
- 801-117034
- Structure
- Delaware LLC
- Fiscal year end
- December
Wealth Quarterback’s named custodian for separately managed accounts is Fidelity ($384M). Wealth Quarterback does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $384M100%
At year end, Wealth Quarterback’s separately managed accounts were mostly in stocks (77%) and bonds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $324M across 172 positions; the largest are iShares TR (14.9%), iShares Gold TR (5.8%) and Vaneck ETF Trust (5.8%).
What the accounts hold
- Stocks77%
- Exchange-traded equities76%
- Non-exchange-traded equities1%
- Bonds13%
- U.S. government and agency bonds11%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash9%
- Other1%
- Precious metals, commodities, cd's1%
How many clients does Wealth Quarterback have?
Wealth Quarterback has 1,117 clients and manages $391 million for them, as of March 2026. They include 908 individual clients, 203 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Wealth Quarterback offer?
Wealth Quarterback provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wealth Quarterback use?
Wealth Quarterback’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $384M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Wealth Quarterback have?
Wealth Quarterback has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Quarterback invest in?
At the end of its last fiscal year, Wealth Quarterback’s separately managed accounts held 76% exchange-traded equities, 11% U.S. government and agency bonds, 9% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Precious Metals, Commodities, CD'S.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Quarterback?
Wealth Quarterback’s direct owner is Josh Jalinski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Wealth Quarterback get paid?
Wealth Quarterback is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Quarterback?
Wealth Quarterback’s main office is at 1400 Hooper Ave, Toms River, NJ 08753. Its phone number is 732-965-8190. Its website is thefinancialquarterback.us.