J. Alden Associates, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
84
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
40002
Registered since
May 22, 1996

Firm profile

FINTRX

Overview

J. Alden Associates, Inc. is organized as a corporation and is identified in filings as a domestic entity with individual ownership. Public records and the firm's FINTRX profile provide only limited disclosure about its business model—specifics on fee schedules, advisory services, and client segments are not provided. The profile notes the firm is not positioned as an ESG investor, and it is not classified as a capital allocator, pension consultant, or related adviser. Forbes included J. Alden Associates on its America's Top RIA Firms list in 2023. The firm has not supplied material detail about its investment approach, portfolio construction, or external affiliations, which constrains any firm-level assessment of strategy, risk posture, or product mix from public sources.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Hunter Frey

    Hunter Frey

    CEOCRD 6503947

  • Lee Calfo

    Lee Calfo

    Chief Executive OfficerCRD 4782334

  • Karen Van Horn

    Karen Van Horn

    Chief Risk OfficerCRD 3176835

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Contacts

3 of 74
  • Brian Nemes

    Brian Nemes

    Registered RepresentativeCRD 5749660

  • Tasha Miles

    Tasha Miles

    Senior Wealth AdvisorCRD 5831261

  • William Atkins

    Investment RepresentativeCRD 5870335

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
37 West Ave
Time zone
ET (UTC-5)
Office locations

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