Southern California
John Solik
Financial Advisor, Managing Director
Journey Strategic Wealth
Ryan Simpson
Investment Operations Manager
New York & New Jersey
Karen Samuels
Investment Operations Manager
Journey Strategic Wealth
Amanda Pasquale
Investment Operations Manager
Journey Strategic Wealth
Jason Sangekar CFA®
Managing Director, Capital Markets
Journey Strategic Wealth
Erin Moeller
Chief of Staff
Journey Strategic Wealth
Charles Britton
Strategic Partner & Advisor
Journey Strategic Wealth
Penny Phillips
President, Partner
New York & New Jersey
Brian Flynn
Financial Advisor, Partner
FAQ Section
At Journey Strategic Wealth, we've compiled this comprehensive questions to address common inquiries about our products and services.
Journey advisors pay an affiliation fee depending on the size of their practice. Contact us to learn more!
Advisors who have above average organic growth tied to their brand can co-brand with Journey.
Yes
Journey is ideal for advisors who are mostly models and who want to access an investment team for research, oversight, and trading. Its possible to accommodate anything an advisor is currently doing within our platform.
Ready
to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
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