The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment
adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the ;nancial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint
history review (As de;ned by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a
;ne; B. Had more than a total of three customer complaints ;led against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process.
Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer
complaint process; C. Individually contributed to a ;nancial settlement of a customer complaint ;led with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony);
4. Ful;lled their ;rm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional
discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do
not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional pro;le ad space or promotional products. The award methodology
does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 5,063 New Jersey wealth managers were considered for the award;
672 ( 14 percent of candidates) were named Five Star Wealth Managers.
For nearly 30 years, Nathaniel has advised clients
through today’s challenging financial landscape.
Addressing concerns about retirement, college
planning and investment management, he is
trusted among his clients and admired by his
peers. Nat has received this award in 2013 – 2015.
105 Grove St.
Montclair, NJ 07042
Nathaniel B. Cheney
Securities o;ered through Raymond James Financial Services, Inc.,
Member FINRA/SIPC. This award is bestowed by an independent third-
party organization not a;liated with Raymond James.
THREE- YEAR WINNER
As a CERTIFIED FINANCIAL PLANNER™ professional
with almost 30 years’ experience, I will meet
with you, listen to your goals and work with you
to develop a personalized investment plan. My
focuses are education, retirement, income and
200 Campus Dr.
Florham Park, NJ 07932
Edwin E. Andrews
First Vice President – Investments, CFP®
Wells Fargo Advisors, LLC, Member SIPC. [CAR 1014-05142].
Our mission is to assist our clients in achieving
their goals and dreams. Our goal is to inspire you
to make informed decisions through education,
communication and service. I believe that
my clients expect and deserve the personal
attention of a qualified advisor. In this world of
voicemail and financial media bombardment, I
pride myself in providing personal service.
600 E Crescent Ave.
Upper Saddle River, NJ 07458
Securities o;ered through LPL Financial. Member FINRA/SIPC.
Jeri offers tailored financial strategies for
comprehensive wealth management with
1077 Rte. 46
Parsippany, NJ 07054
Financial Advisor, Vice President – Investments
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a
separate non-bank a;liate of Wells Fargo & Company. [CAR 1014-02778].
Investment and Insurance Products:
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
T WO- YEAR WINNER
I am dedicated to helping individuals and
businesses develop investment strategies
that line up with their needs, goals and risk
tolerance. My mission is to provide clients with
targeted, comprehensive financial advice and
1123 3rd Ave.
Spring Lake, NJ 07762
Jonathan C. Chachko
Financial Advisor, Senior Vice President, CRC®
Wells Fargo Advisors, LLC, Member SIPC. [CAR 1014 - 01055].
T WO- YEAR WINNER
14 E Main St.
Marlton, NJ 08053
Financial Advisor and Branch Manager, RJFS, MBA
Successful investing involves four key steps:
analyze, allocate, adjust and assess. As an
independent financial advisor, my mission is to
provide trustworthy advice, quality investment
alternatives and personalized service to help
clients obtain their financial objectives.
Raymond James & Associates, Inc., Member New York Stock
Exchange/SIPC. This award is bestowed by an independent third-party
organization not a;liated with Raymond James.
T WO- YEAR WINNER
One University Plz., Ste. 401
Hackensack, NJ 07601
Andrew A. Arons
• Personalized, independent and objective advice
• Tax-advantaged investment and retirement
• Investment portfolios managed to build and
Securities o;ered through Nationwide Planning Associates, Inc.
Member FINRA and SIPC. Advisory Services o;ered through NPA Asset
Management LLC, a registered investment advisor. Synergy Advisory
Management Group, LLC is not a;liated with
Nationwide Planning Associates, Inc.
FOUR- YEAR WINNER
— Five Star award winner
Helping you achieve financial success is our first
priority. Morgan Stanley has intelligence about
every major asset class and a presence in every
major market, as well as investment research
from some of the world’s most respected
analysts. Together, we’ll formulate a strategy to
help you achieve your most important goals.
150 JFK Pkwy.
Short Hills, NJ 07078
Senior Vice President, Wealth Management
©2015 Morgan Stanley Smith Barney LLC. Member SIPC.
THREE- YEAR WINNER