Justin Erfer
Advisor at Mariner
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.
Advisor at Mariner
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.
Location
Florham Park, NJ 07932
Credentials
CFP®, Series 66
Industry experience
10 years
Justin Erfer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth. His prior roles include positions at Peapack Private Family Office Services, Bleakley Financial Group, LLC, and LPL Financial, among others. Mariner Wealth is a large, multi-advisor wealth management firm with approximately $98.6 billion in assets under management, serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with third-party managers, offering a range of active and passive investment strategies alongside comprehensive financial planning and family-office style services.
Based on Mariner
Based on Mariner
Fixed fees charged for financial planning and consulting services and tax preparation services
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products
Hourly rates charged for financial planning and consulting services, tax compliance and consulting services
Account minimum: $100,000 Minimum fee: Non-refundable minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; tax compliance and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; variable fees depending on services
180 Park Avenue, Suite 201
Florham Park, NJ 07932
New Jersey
Mariner Wealth
2025 - Present (1 year)
Peapack Private Family Office Services
2024 - 2025 (1 year)
Bleakley Financial Group, LLC
2022 - 2024 (2 years)
LPL Financial
2019 - 2024 (5 years)
Private Advisor Group, LLC
2019 - 2022 (3 years)
Summit Financial, LLC
2018 - 2019 (1 year)
Purshe Kaplan Sterling Investments
2018 - 2019 (1 year)
Summit Equities, Inc.
2016 - 2018 (2 years)
Summit Financial Resources, Inc.
2016 - 2018 (2 years)
Northwestern Mutual Wealth Management Company
2016 - 2016 (1 year)
Northwestern Mutual Investment Management
2015 - 2016 (1 year)
NORTHWESTERN MUTUAL LIFE Insurance Company
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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