- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Brielle, NJ 08730
Jorie Johnson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Jorie Barnett Johnson holds the Certified Financial Planner® designation and has over 20 years experience in the financial services industry.
Her mission is to help individuals plan for and realize their financial goals. She specializes in partnering with her clients to help them understand their financial choices and make the best decision for their situation.
Ms. Johnson began her career with Prudential in Boston in their Institutional Real Estate Group, managing over $500 million in commercial real estate and mortgages. Ms. Johnson then moved to Granite Partners, an investment bank in New York City, where she worked with institutional investors. After Granite Partners, Ms. Johnson moved back home to New Jersey and joined Lenox, Inc. working in their corporate finance department.
After ten years in corporate and institutional finance, Ms. Johnson decided to shift her focus to helping individuals with their personal finances.
Graduated Cum Laude from Boston College’s Honors Program with a Bachelor’s of Science Degree in Finance.
Recipient of Boston College’s Dean’s Letter of Commendation.
Completed Fairleigh Dickinson University’s Financial Planning Program.
Passed the Certified Financial Planner® exam.
- Attended the Financial Planning Association’s Residency Program.
Member of NAPFA, the National Association of Personal Financial Advisors.
Member of FPA, the Financial Planning Association.
Member of EFPCCNJ, the Estate and Financial Planning Council of Central New Jersey.
Ms. Johnson has been quoted in:
- New York Times
- Kiplinger’s Magazine
- Wall Street Journal
- Money Magazine
- Business Week
- Working Mother Magazine
- The Newark Star Ledger
- The Career Advisor
- Investor’s Business Daily