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Jo Ann Gallerstein, Registered Investment Advisor, LLC (Morristown)


Jo Ann Gallerstein, Registered Investment Advisor, LLC is a large advisory firm based in Morristown. It manages $31.07 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.

Jo Ann Gallerstein, Registered Investment Advisor provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jo Ann Gallerstein, Registered Investment Advisor: assets under management

The assets under management (AUM) of Jo Ann Gallerstein, Registered Investment Advisor, LLC is $31.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $267.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jo Ann Gallerstein, Registered Investment Advisor, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Morristown

The principal office where Jo Ann Gallerstein, Registered Investment Advisor, LLC performs its advisory services is located at 38 Laura Lane, Morristown, NJ 07960, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973.605.1045 or by fax 973.605.5853. The normal business hours are 8-6 & upon request on Monday - Friday.


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