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Jim Ferrare

Principal - Investment Advisor

Withum Wealth Management

United States, New Jersey, Red Bank

About Me

James F. Ferrare is a Wealth Advisor and Principal at Withum Wealth Management. He has over 40 years of finance experience and holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations. Jim is a member of the New York Society of Security Analysts (NYSSA) and the CFA Institute. For the past six years, he was named on Forbes Best-In-State Wealth Advisor list. He has a comprehensive background in lifestyle planning, wealth counsel, and tax-sensitive portfolio management. As an Investment Advisor, Jim helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spo

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Profile Information

Principal - Investment Advisor

Withum Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Red Bank

New Jersey

United States

Jun 10, 2025

Work Experience

Withum Wealth Management

Principal - Investment Advisor
Aug 2011 - Present
Email: jferrare@withumwealth.com

Pinnacle Associates

Executive Vice President, Board of Director, and Portfolio Manager
Jan 1999 - Present

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