About Us

The Barrett District was formed over ten years ago and immediately begin building a model that would revolutionize the way we address our clients’ financial needs and well-being. We look to build a plan tailored to your goals and provide lifelong financial guidance.

As fiduciaries, we are held to the highest standard to our clients to ensure we conduct extensive due diligence, research, and analysis to take the best steps forward for you.

There are three pillars that create financial independence: the accumulation, protection, and distribution of your wealth. Whether your situation provides unique planning, or you just have a few questions to better understand your own finances, we are here to help.

Our Team

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Jonathan Barrett CFP®

Founder, CEO and Managing Partner

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Heather Aguinaldo

Executive Assistant

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Stephen Blazjewski CFP®

President Diversity and Inclusion

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Jerome Kovach

Director, Athlete and High Net Worth Specialist

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Justin Branch

Client Management Director

President Special Needs Division

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Our Services

 

Financial Planning

Having goals and creating a plan is the first step in our process.  College planning, legacy planning, home purchase, risk management or saving for the future, developing your plan is integral to your success.

Investment Management

Our portfolio strategies offer a full range to meet you needs.  If it’s asset accumulation, tax mitigation strategies, protection or distribution, we will work together to build your strategy.

Planning for Retirement

Everyone has a goal of financial independence that is unique to them, we help you design that road map so your dreams are achievable.

Solutions for Family Protection

No one can ever be emotionally prepared for tragedy, but we can help you and your family be financially secure in all scenarios.

Learning and Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Calculators

Calculators

A host of financial tools to assist you.

Articles

Articles

Educate yourself on a variety of financial topics.

Flipbooks

Flipbooks

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

Newsletters

Newsletters

Timely newsletters to help you stay current.

Glossary

Glossary

Financial terms from A to Z.

Videos

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

 

Headquarters

90 Woodbridge Ctr Dr, Suite 700
Woodbridge, NJ 07095

Phone: 732-326-6124
Fax: 732-326-5308
Email: Jonathan.barrett@equitable.com

Contact Us

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