Advisor at Parkview Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parkview Capital Management
Location
Highland Park, NJ 08904
Credentials
Series 65
Industry experience
19 years
Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.
Based on Parkview Capital Management
Fixed price options available for financial planning, dependent upon complexity
1.5% of net assets billed quarterly
$100 to $150 per hour
Account minimum: $50,000
1 Parkview Terrace
Highland Park, NJ 08904
New Jersey
NY Metropolitan Transit Authority
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
Series 65
Bridgewater, NJ
GA Advisors LLC
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
CFP®, Series 63
Millington, NJ
Epona Financial Solutions
Series 65
Princeton, NJ
Ansonia Capital Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")