Jarrett Dewelde, CFP®

Jarrett Dewelde, CFP®

Financial Advisor
Retirement Planning Specialist

Office: 732-384-9192
E-mail:
At Retirement Group
 

Jarrett graduated from Rutgers University in 2000 with a Bachelor in Science Degree in Finance. 

Jarrett started his practice in 2003 at the Equitable Advisors Morristown location. He was promoted to Vice President in 2006 and joined R.I.C.H. Planning Group, LLC in Woodbridge.

Jarrett focuses on wealth management and fee-based financial planning. He obtained his CERTIFIED FINANCIAL PLANNER™ practitioner designation in 2009. He also holds FINRA Registrations: Series 7 and 66. 

In 2015, he opened the firm’s Somerville office to be closer his clients, most of whom live and/or work in Somerset County.

In the community, Jarrett is a member of the Rotary Club of Branchburg. The group is devoted to bringing together business and professional leaders to provide humanitarian services and advance good will and peace locally and around the world. He is also a founding member of the BNI Patriots, a local networking group dedicated to helping its members grow their business with word of mouth marketing and referrals. His business is 100% referral based.

For fun, Jarrett enjoys playing chess and currently coaches his alma mater’s (St. Joseph HS in Metuchen) chess team. He is also an avid runner, completing 7 marathons and 28 half marathons.

Jarrett has lived in Hillsborough since 2020. He and his wife Christine were married in 2012 and welcomed their daughter Reagan in 2015 and their son Ethan in 2019.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Network or its affiliates.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck