Shore Point Advisors
A unique approach to wealth management using parallel paths of preservation and accumulation. Our beliefs: · Wealth Management should be accessible, not only to the affluent, but to anyone who wants to increase their wealth. · Straight-forward, understandable approaches are often the best solution. · Success is the goal of continuing, long-term relationships. Shore Point Advisors is registered as an investment adviser with the State of New Jersey. Shore Point Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products offered through JCL LLC.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
62
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JR
Jake Rue
Advisor & Portfolio Manager · Finance & Accounting
EmailPhone - JL
Jason Lamb
Founder, CEO · General Business & Management
EmailPhone - JF
James Fay
Senior Vice President · General Business & Management
EmailPhone - JJ
John J. Scalabrini
Senior Vice President · General Business & Management
EmailPhone - AB
Ashlee Bobzin
Associate Advisor · Finance & Accounting
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Shore Point Advisors
4 distinct titles indexed · top 4 shown.
- 2senior vice president
- 1advisor & portfolio manager
- 1associate advisor
- 1founder, ceo
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