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308 Floral Vale Blvd. Yardley, PA 19067

(609) 895-0975
Javid@JFinancial.org
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Our Values

Our priority is helping you take care of yourself and your family. We want to learn more about you, identify your dreams and goals, and understand your tolerance for risk. Open and honest communication is the cornerstone for a financially successful long-term relationship.

Integrity

By putting our clients first, we help ensure they are prepared for their financial futures.

Flexibility

Every client is a unique individual with their own unique point of view. We respect that.

Humility

Our clients entrust us with their most important financial decisions. Nothing could be more humbling.

Gratitude

We strive to leave every client's situation better than we found it. It’s the least we can do.

Leadership

Javid Jaraiedi

Javid Jaraiedi, MBA, RICP

President, Financial Planner

(609) 557-5097

Scott Lingrell

Scott Lingrell, RICP

Vice President, Financial Planner

(609) 557-5098

Financial Representatives

Brandon Razler

Brandon Razler

Financial Advisor

(609) 557-5095

Barry Finn

Barry Finn

Financial Services Representative, Special Care Planner

(609) 557-5108

Operations Team

Kate Taglieri

Kate Taglieri, MBA

Office Manager

609-557-5102

Tara Rickards

Tara Rickards

Director of Operations

Lindsay Argiriou

Lindsay Argiriou

Marketing Director

Specialized Support Team

Robert Hagenberg

Robert Hagenberg

General Agent

Fran Naselli

Fran Naselli

General Agent

Chris Furrule

Chris Furrule, LUTCF®

General Agent

John Swarts

John Swarts, CPA

Chief Operating Officer - PA

Robert Meara

Robert Meara

Chief Operating Officer - NJ

Michael Taylor

Michael Taylor

Director of Compliance

Vincent Tagliaferri

Vincent Tagliaferri, CFP®

Investment Specialist

Andrea Berger

Andrea Berger, CFP

Financial Planning Analyst

John McCullough

John McCullough, CFP®, ChFC®, CLU®

Advanced Markets Consultant

George Kerschner

George Kerschner, ChFC®, CLU®

Advanced Markets Consultant

Jeffrey Jenei

Jeffrey Jenei, JD*

Advanced Markets Consultant

Joseph Naseli, Sr.

Joseph Naseli, Sr., AEP®, ChFC®, CLU®

Agency Director

Keith Kensey

Keith Kensey, LUTCF, CPFA®

Life Insurance Specialist

Matthew Siegel

Matthew Siegel, CLU®, CHFC®

Life Insurance Specialist

Alessandra Nicolas

Alessandra Nicolas

Head of Financial Wellness and Benefits

Christopher Kinzler

Christopher Kinzler

Financial Planner