JL Aloof Financial

JL Aloof Financial Jerald L. Aloof, CRPC® RFC® - Managing Director and LPL Financial Advisor www.finra.org, www.sipc.org. CRPC conferred by College for Financial Planning.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which

they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Day one of in San Diego... Amazing enhancements in the offing! Bringing on the NextGen.
08/11/2025

Day one of in San Diego... Amazing enhancements in the offing! Bringing on the NextGen.

We've arrived in San Diego for the LPL Financial Focus Conference!
08/11/2025

We've arrived in San Diego for the LPL Financial Focus Conference!

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/13/2025

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/12/2025

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

If you don’t have an estate strategy, here's some reasons why you should.
05/11/2025

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Do you have a will? Is it updated?
05/09/2025

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/08/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
05/07/2025

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial marke...
05/07/2025

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

The Standard & Poor’s 500 Index declined 0.76 percent while the tech-heavy Nasdaq Composite rose 1.26 percent. The Dow Jones Industrial Average lagged, however, falling 3.17 percent.1

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685 Avon Drive
East Windsor, NJ
08520

Telephone

+18665356041

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“Don’t Outlive Your Money!”

“Jerry” has been a Financial Advisor since 1986. After beginning his career with EF Hutton and Co. in New York City’s financial district, he eventually moved to a central New Jersey branch office of Dean Witter Reynolds, Inc. to develop client relationships closer to his home. It was at Dean Witter that Jerry met and teamed up with his business partner, David Mattos in 1990. While at Dean Witter, Jerry earned the title of Associate Vice President – Investments. He also completed the Dean Witter Graduate School programs in Retirement Planning and Asset Allocation.

In 1993, Dave and Jerry moved their practice to UBS PaineWebber. At UBS PaineWebber, Jerry earned the title of Vice President – Investments. He also earned the title of Investment Management Consultant by completing the PaineWebber School of Business’ program in Economics, Equity Valuation, Fixed Income and Asset Allocation.

As the financial industry was moving more toward independent investment advice, in 2003, after ten years with UBS PaineWebber, Jerry formed JL Aloof Financial Services, LLC. With his many years of experience helping investors achieve their financial goals, Jerry has developed a successful practice focusing on retirement investing and income. Jerry earned the designation of RFC® from the International Association of Registered Financial Consultants in 2004 and the designation of CRPC® (Chartered Retirement Planning Counselor) from the College for Financial Planning in 2018.

Jerry is a native New Yorker. He studied Economics and English at Israel’s Bar-Ilan University and New Jersey’s Rutgers University. He and his wife, Rachelle, have 6 children and 5 grandchildren.