J. ALDEN ASSOCIATES, INC.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
81
Avg account
$0

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
40002
Registered since
May 22, 1996

Firm profile

FINTRX

Overview

J. Alden Associates, Inc. is organized as a corporation and has been SEC-registered since 1996. FINTRX classifies the entity as unclassified and lists ownership as a domestic entity and an individual. The snapshot flags the firm as not being a capital allocator and not an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide granular disclosures in the FINTRX record for client segments, fee structure, or specific advisory and business activities. Publicly noted recognition includes placement on Forbes' "America's Top RIA Firms" list in 2023.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • JOSEPH GLADUE

    Chief Financial OfficerCRD 2444732

  • LEE CALFO

    Chief Executive OfficerCRD 4782334

  • KAREN VAN HORN

    Chief Risk OfficerCRD 3176835

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Contacts

3 of 71
  • ROBERT BECKER

    BrokerCRD 16418

  • KATHLEEN SCHROEDER

    Registered RepresentativeCRD 2476975

  • CHARLES HICKS

    RepresentativeCRD 4809306

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
37 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth