JH
CFP

John Joseph Hanlon

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

3393 Bargaintown Road, Egg Harbor Twp, NJ, 08234

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1989
Award / Judgment
Other Business Activities

John is a portfolio manager for Hanlon Mutual Funds, spends time with VestGen Advisor LLC and VestGen Investment Management LLC, and is involved in several other ventures including property rental management, a condo development project, and a charitable foundation. He also serves as Chairman of the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and is a Limited Partner, Principal and Founding Member of VestGen Wealth Partners Holdings, LLC.

Employment History
Current Registrations
Private Client Services, LLC Broker
January 2025 - Present · 1 yr
Vestgen Advisors, LLC
December 2024 - Present · 1 yr 1 mo
Vestgen Investment Management
March 2003 - Present · 22 yrs 10 mos
Previous Registrations
Vestbridge Advisors, INC
September 2022 - November 2024 · 2 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2003 - December 2024 · 21 yrs 7 mos
Sentra Securities CORP
March 2003 - May 2003 · 2 mos
Sentra Securities CorporationBroker
March 2003 - May 2003 · 2 mos
Sentra Securities CORP
July 2002 - March 2003 · 8 mos
Sentra Securities CorporationBroker
October 1994 - March 2003 · 8 yrs 5 mos
Foresters Equity Services, INC.Broker
July 1994 - November 1994 · 4 mos
Barron Chase Securities, INC.Broker
March 1992 - October 1992 · 7 mos
Painewebber Incorporated Broker
December 1985 - April 1992 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 1983 - December 1985 · 2 yrs 11 mos
State Registrations7 states
CAFLNCNJNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.