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Jersey Benefits Advisors Account Management

Detailed information in regard to the management of your portfolio in an account, which ties all of your stocks, mutual funds, bonds, ETF’s, annuities and other investments into one report on a semiannual basis. Confirmations are available on all transactions. Online access is provided through links on this page.

Brokerage Account Features

 Check out the features and benefits provided by the Brokerage Accounts we offer, which include:

·        Consolidated statement which shows all investments including money market funds,    

         stocks, bonds, mutual funds, ETF's, variable annuities, brokered  CD's & more.

·        Daily sweep of idle cash into a money market account

·        Available borrowing power for Margin approved accounts

·        Checking services

·        Free ACH transactions from checking to brokerage and from brokerage to checking

·        Electronic funds transfer services

·        Dividend reinvestment

·        Direct deposit of payroll, social security, pension checks, etc. capturing instant assets

·        Online access to account information (see below)

·        Access to numerous investments from various financial companies

In order to access client information online, current clients need to obtain a password by contacting their Registered Representative/Investment Advisor Representative, John Kaighn, by clicking the form in the contact us section, email or by calling 609 827-0194.  If you need to make a trade, please call or use the contact us form.

Pershing Only Accounts:  Current Clients View Account Information

Clients with Consolidated Statements: Current Clients View Account Information 

eQuipt Client Portal:  Current Clients View Account Information

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*Jersey Benefits Advisors is a trade name for J/M Kaighn, Inc. a corporation registered in the State of New Jersey, and Jersey Benefits Group, Inc. is a corporation registered in the State of NJ.

*John H. Kaighn is a Registered Representative and an Investment Advisor Representative of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

*Insurance services provided by Jersey Benefits Group, Inc., a Licensed Insurance Producer in the State of New Jersey.

*John H. Kaighn is licensed to offer securities through Osaic Wealth, Inc. in the states of DE, FL, IL, MD, NC, NJ, NY, and PA., as well as investment advisory services in NJ. This Website should not be considered a solicitation for securities business or investment advisory services in any other state.

*This web page offers links to other companies. Once a hyperlink is activated, you will be leaving Jersey Benefits Group, Inc., and operate outside Jersey Benefits Group, Inc. Website. Jersey Benefits Group, Inc. is not responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, Jersey Benefits Group, Inc., Jersey Benefits Advisors and Osaic Wealth, Inc. shall not be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other website, including any consequences arising from your accessing third party technologies, sites, information and programs made available through Jersey Benefits Group, Inc.

*Click here to view Form ADV Part 2

*Click here to view Form CRS for Osaic Wealth, Inc.

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