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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-2016
- Office Locations
- 2
Office Locations
About Wealth Quarterback LLC
Jalinski Advisory Group (Wealth Quarterback LLC) is a retirement-planning focused advisory firm serving people approaching or in retirement who want a clear plan for what’s next. The team delivers integrated advice across income strategy, investment management, tax planning, housing wealth and legacy planning, using a four-step planning process. Investment implementation emphasizes strategic asset allocation with ETFs, with custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSH ADAM JALINSKI
Investment Advisor, President
- CRD
- #5035951
- Ownership
- 75% or more
Thomas James Clancy
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HOWARD LAWRENCE BERNHEIM
Advisor
- CRD
- #1146051
Brandon Charles Bowens
--
- CRD
- #8187336
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,151,917 | $194,285 |
| Non-Discretionary | $2,174,986 | $55,769 |
| Total | $391,326,903 | $191,639 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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