Thomas Duffy
Jersey Shore Financial Advisors, LLC · Princeton, New Jersey
Thomas Duffy is a fee-only financial advisor at Jersey Shore Financial Advisors, LLC in Princeton, New Jersey, who holds the CDFA, CFP and CRPC credentials. Jersey Shore Financial Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Thomas →
Facts
| Firm | Jersey Shore Financial Advisors, LLC |
|---|---|
| Based in | Princeton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $32.7M across 40 accounts |
| Credentials | CDFA · CFP · CRPC · MBA |
| SEC registration | Investment adviser representative in NJ · CRD 2552103 |
| Exams passed | Series 63 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jerseyshorefa.us1.advisor.ws/what-we-do |
How Thomas's firm compares
- Jersey Shore Financial Advisors, LLC's average account is about $818,000, from its Form ADV (assets managed divided by 40 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Duffy a fee-only financial advisor?
Yes. Thomas Duffy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thomas's firm.
How does Thomas charge for financial advice?
Thomas's firm, Jersey Shore Financial Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Duffy based?
Thomas Duffy is based in Princeton, New Jersey.
What credentials does Thomas Duffy hold?
Thomas Duffy holds the CDFA, CFP, CRPC and MBA credentials.
Is Thomas Duffy registered with the SEC?
Yes. Thomas Duffy is registered as an investment adviser representative in NJ (CRD 2552103), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jersey Shore Financial Advisors, LLC manage?
Jersey Shore Financial Advisors, LLC reports $32.7M across 40 accounts in assets under management.
How do I contact Thomas Duffy?
Through Thomas's website, jerseyshorefa.us1.advisor.ws/what-we-do.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.