Jaime Quiñones, CFP®, EA
I specialize in equity comp execs, pre-retirees, and multi-generational families
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
I specialize in equity comp execs, pre-retirees, and multi-generational families
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Investment Management
- Legacy Planning
- Medicare / IRMAA Planning
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Wealth Management
About Jaime Quiñones, CFP®, EA
Hi, I'm Jaime Quiñones. I'm the Founder and a CERTIFIED FINANCIAL PLANNER™ professional at Stockade Wealth Management, an independent registered investment advisory firm based in Marlboro, New Jersey.✅Experience
I earned my Bachelor of Arts in Economics from Union College in Schenectady, New York, and began my career at a Wall Street-based firm in midtown Manhattan, months before the onset of the financial crisis. That firsthand experience of navigating the emotional reality of a turbulent market — combined with nearly two decades of financial and tax planning work — has allowed me to guide professionals and families through complex decisions: equity compensation, retirement transitions, estate planning, and multi-generational wealth. I have seen what works, what does not, and what many people get wrong at critical moments.
✅Credentials
Along the way, I've earned my CERTIFIED FINANCIAL PLANNER™ certification and my Enrolled Agent (EA) credential, which allows me to assist clients with complex financial planning topics all through a tax-informed lens.
✅Specialist
My practice centers on a few areas I care deeply about: helping professionals understand their equity compensation, building tax-efficient retirement income strategies for people nearing the finish line, and guiding multi-generational families through legacy planning so they can pass on wealth with intention while minimizing unnecessary taxes and family confusion.
✅Personal & Hobbies
While I'm a native New Yorker, I now live in New Jersey with my wife, three children, my parents, and our Egyptian Mau cat, Mr. Boots. When I'm not in the office or spending time with my family, you can find me putting my self-taught handyman skills to work on projects around the house, bike riding, hiking new trails, or spending time at the beach.
I also enjoy traveling to try new foods and experience new cultures. I was certified as a scuba diver during a semester abroad in Fiji in college and have been meaning to get back in the water ever since. Surfing and kite surfing are on the list too — for whenever life opens up enough to make room.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- Financial Planning Association
Primary Location
25 N. Main Street, 2nd Floor, Marlboro, NJ 07746
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book a Free Consultation' button above to schedule a complimentary initial conversation. We'll talk through what is going on in your financial life; I'll explain how I work and what it costs, and we'll both figure out whether this is a good fit. No pitch, no obligation. I look forward to speaking with you.Offers Investment Management
Yes
About Stockade Wealth Management
Stockade Wealth Management is an independent Registered Investment Advisor (RIA) and fiduciary firm based in Marlboro, New Jersey, serving clients locally and virtually across the country.✅Fiduciary
We are not affiliated with a wirehouse, a broker-dealer, or a product manufacturer, and we are not managed by a regional director with a product quota or sales target. We are a fiduciary. We are legally and ethically committed to always putting our clients' best interests first and upholding complete transparency around our fees, disclosures, and recommendations.
✅Expertise
Because accumulating wealth and turning it into dependable lifetime income require completely different skill sets, we specialize in helping individuals and families navigate the most complex financial chapters of their lives with clarity and purpose.
Our practice is intentionally built around three core groups:
👉 Equity-compensated professionals (managing RSUs, stock options, and ESPPs).
👉 Pre-retirees and retirees preparing to transition their nest egg into predictable cash flow.
👉 Multi-generational families navigating estate responsibilities and eldercare transitions.
✅What Makes Us Different
Rather than treating financial decisions as isolated events, we integrate the six critical pillars of your financial life—investments, proactive tax planning, retirement income, equity compensation, Social Security and Medicare optimization, estate coordination, and insurance—into a single, coordinated wealth management strategy.
⭐While many advisors refer out complex tax questions, our tax-informed approach allows us to address concentration risk, distribution timing, and legacy planning directly, helping you optimize your wealth over your entire lifetime.
⭐Also, unlike firms that outsource portfolio design to detached model portfolios, we manage investments directly, ensuring your money aligns directly with your tax exposure, time horizon, and personal comfort with risk.
At Stockade Wealth Management, we work for you and only you—giving you the dedicated focus and specialized guidance you need to protect what you have built and look forward to the future with confidence.
Education
Union College, Bachelor of Arts, Economics
Hobbies and Interests
- Beach
- Camping
- Cycling
- Family
- Hiking
- Scuba Diving
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Educators
- Families
- Gen X
- Government Employees
- Healthcare Professionals
- High Net Worth
- Hispanic | Latino
- Intergenerational Families
- Living in Retirement
- Nurses
- Pre-Retirees
- Widow
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
-
Our Services
-
Transparent Pricing
-
Retirement, Tax & Equity Comp Insights Blog
-
How To Get The Most Out Of Your Pension - Kiplinger
-
More home sellers are paying capital gains taxes — CNBC
-
These Tax Strategies Can Be a 'Silver Lining' After a Prolonged Job Layoff - NBC New York
-
I'm Afraid Inflation Will Eat Into My Retirement. How Do I Plan For Social Security and Our Pension? - MarketWatch
