Advisor at VestGen Investment Management
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Firm
VestGen Investment Management
Location
Egg Harbor Twp, NJ 08234
Credentials
CFP®, Series 63
Industry experience
41 years
John Hanlon is a CFP® with 41 years of industry experience, currently serving at VestGen Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments for 21 years and has been involved with VestGen Investment Management since 2000. Hanlon is chairman of the Advisory Board to the Financial Systems Center at Stevens Institute of Technology and serves as a trustee of the Sean and Cathy Hanlon Foundation, Inc. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a process that combines client-specific goals with various analytical methods and the use of third-party managers.
Based on VestGen Investment Management
Based on VestGen Investment Management
$0 - $500,000: 2.20% $500,000 - $1,000,000: 1.85% $1,000,000+: 1.25%
Account minimum: $50,000
3393 Bargaintown Road
Egg Harbor Twp, NJ 08234
Florida · New Jersey · Pennsylvania
Private Client Services
2025 - Present (1 year)
VestGen Advisors, LLC
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2003 - 2024 (21 years)
VestGen Investment Management
2000 - Present (26 years)
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