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Nationwide Planning Associates, Inc. Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Nationwide Planning Associates, Inc. is a national, full-service financial planning firm and FINRA-regulated broker-dealer in the financial services sector. It serves individuals, institutions, and financial intermediaries, providing advisors with resources, products, tools, and back-office support to help clients pursue their financial goals. The firm emphasizes independence and objectivity, prohibiting the sale of proprietary products and maintaining a platform that offers access to a broad range of products to minimize conflicts of interest. Located in Paramus, New Jersey, it functions as a mid-sized firm with nationwide reach.

All client brokerage assets are held at Pershing LLC, a subsidiary of The Bank of New York Mellon, reflecting a custodial relationship with a major financial institution. This structure supports the firm's objective of delivering unbiased financial planning and investment solutions through its advisor network.

Find Nationwide Planning Associates, Inc. employees' phone numbers or email addresses

Nationwide Planning Associates, Inc. Global Highlights

Location
Employees

North America
89

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  • United States Of America
    89

Nationwide Planning Associates, Inc.'s Leadership

  • Stylized image of a person
    J. J. M.
    Vice President Investments-Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. P.
    Senior Vice President / Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B. C.
    Managing Director Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Director Of Information Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Branch Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. L.
    Financial Advisor / Sales Manager
    Phone icon
    Mobile Phone

Nationwide Planning Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Business
  • Entrepreneurship
  • Other
  • Consultant

Contact profiles from Nationwide Planning Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. P.
    Senior Vice President / Wealth Management
    Phone icon
    Mobile Phone
    Puerto Rico
    Jun 27, 2026
  • Stylized image of a person
    R. F.
    Senior Vice President
    Phone icon
    Mobile Phone
    Puerto Rico
    Jun 25, 2026
  • Stylized image of a person
    A. C.
    Vice President
    Phone icon
    Mobile Phone
    Puerto Rico
    Apr 15, 2026
  • Stylized image of a person
    J. B. C.
    Managing Director Of Investments
    Phone icon
    Mobile Phone
    Puerto RicoSan Juan
    Jun 28, 2026
  • Stylized image of a person
    A. M.
    Director Of Information Technology
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. S.
    Branch Manager
    Phone icon
    Mobile Phone
    Puerto Rico
    Aug 08, 2026
  • Stylized image of a person
    R. L.
    Financial Advisor / Sales Manager
    Phone icon
    Mobile Phone
    Puerto Rico
    Jun 28, 2026
  • Stylized image of a person
    S. S. I.
    Senior Wealth Management Advisor
    Phone icon
    Mobile Phone
    Puerto Rico
    Mar 13, 2026
  • Stylized image of a person
    E. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    F. D. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    Puerto Rico
    Jun 28, 2026

Frequently Asked Questions

What is Nationwide Planning Associates, Inc. known for?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. was founded in 1992 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-201-476-****
. Explore Nationwide Planning Associates, Inc.'s company overview page for more information.

What is Nationwide Planning Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nationwide Planning Associates, Inc. email formats with LeadIQ.

How many employees does Nationwide Planning Associates, Inc. have currently?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. has approximately 62 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Nationwide Planning Associates, Inc.'s key employees and leadership?

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As of July 2026, Nationwide Planning Associates, Inc.'s key employees include:

  • Vice President Investments-Wealth Manager: J. J. M.
  • Senior Vice President / Wealth Management: E. P.
  • Senior Vice President: R. F.
  • Vice President: A. C.
  • Managing Director Of Investments: J. B. C.

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