Five Star award winner Jerome Pasichow

PROFESSIONAL PROFILE

Contact Me

Jerome Pasichow

Competitive Edge Financial

Equity Services Inc.

200 Schultz Dr Ste 125

Red Bank, NJ 07701

Office: 732-334-7080

Cell: 732-334-7080

jpasichow@nlgroupmail.com
CompetitiveEdgeFinancial.com

Professional Approach

My passion for finance and understanding the economy has driven me to educate both advisors and clients on achieving financial balance. I research strategies and products to align with our protection-first philosophy, aiming to provide financial confidence under all conditions. My work involves advising on all aspects of a client's financial balance sheet, coordinating it with their life goals and dreams.

Growing up in Brooklyn, NY, my childhood was filled with stoop ball, basketball, and bike rides across the borough. These experiences, along with my family's jewelry business, instilled in me the values of honesty, integrity, and quality. I learned early on that our family name was our most important asset, and it was crucial to treat it with care and integrity. My family taught me the importance of self-reflection, ensuring that I could always look in the mirror and like what I saw.

Family is at the heart of my life. I share my journey with my spouse and business partner, Robin Greenberg, and our sons, Keith and Scott, both doctors. Our grandchildren, Zoey, Sierra, and Rylan, bring joy and fulfillment to our lives. Our family business is my career, and I cherish helping my sons and their spouses build their careers and enjoy their lives.

Cape Cod is our happy place, where we love biking, kayaking, and savoring the tranquility and beauty of the area. We also enjoy traveling the world, experiencing different cultures and landscapes. I am actively involved in the Metuchen Downtown Alliance, supporting our town's growth, and I engage with FINSECA to advocate for the life insurance and financial services industry.

My dream since college has been to be the person in the family who everyone feels comfortable turning to for guidance on achieving their financial goals. I believe that money creates opportunities for a fulfilling life, allowing us to enjoy family, nature, community, and create a lasting legacy.

Jerry is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC.

Jerry offers securities in New Jersey and is insurance licensed in New Jersey.

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 7,425, 431, 6%, 12/1/24, 3/13/24 - 10/7/24; 2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23; 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

Click to access BrokerCheck

Jerome Pasichow is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.,. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 200 Schultz Drive, Suite 125, Red Bank, NJ 07701, tel.884-200-7170. TC8406394(0925)

Competitive Edge Financial and Integrated Financial Concepts are independent of Equity Services. Inc.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.