Jj Investment Company (East Northport)

Name: Jj Investment Company
Address: 6 Elgar Street, East Northport, NY, 11731
Telephone: 631-704-3586

Jj Investment Company is a mid-sized advisory firm based in East Northport. It manages $29.5 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.

Jj Investment Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and divorce financial analysis / investment consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jj Investment Company: assets under management

The assets under management (AUM) of Jj Investment Company is $29.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $983.33 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 30% of the firm’s portfolio. Investments in derivatives form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jj Investment Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

What kind of clients Jeannine Robin Weinberg serves?

The only and largest group of clients of Jeannine Robin Weinberg is high net worth individuals with 6 clients and $27.92 million of assets under management. Among the 2 most similar advisory firms, Jj Investment Company has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $27.92 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jj Investment Company doesn't advise any private funds.

Careers at Jj Investment Company

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeannine Robin Weinberg	President/chief compliance officer	1 May 2006	75% - 100%	3247209

Based in East Northport

The principal office where Jj Investment Company performs its advisory services is located at 6 Elgar Street, East Northport, NY 11731, 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 631-704-3586 or by fax 631-824-9218. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at jjinvestment.com.