Jaime Quiñones, CFP®, EA
I specialize in helping professionals understand their equity comp.
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Serving Clients Nationwide
I specialize in helping professionals understand their equity comp.
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Insurance
- Investment Management
- Legacy Planning
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About Jaime Quiñones, CFP®, EA
Hi, I'm Jaime Quiñones. I'm the Founder and CERTIFIED FINANCIAL PLANNER™ professional at Stockade Wealth Management, an independent registered investment advisory firm based in Marlboro, New Jersey.I earned my Bachelor of Arts in Economics from Union College in Schenectady, New York, graduating in 2006, and began my career at a Wall Street-based firm in midtown Manhattan. In 2012, I moved to the independent advisory model, and in 2024 I founded Stockade Wealth Management to bring a more personal, holistic approach to the families and professionals I work with. Along the way I've earned my CERTIFIED FINANCIAL PLANNER™ certification and my Enrolled Agent (EA) credential, which also allows me to assist clients with tax preparation and planning.
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.
Through Stockade Wealth Management, I serve a diverse client base across the United States, combining financial planning, investment management, and insurance guidance into one holistic experience for every client.
Today I 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 by fixing things around the house, bike riding, hiking new trails, or spending time at the beach.
I also enjoy traveling to experience new foods and 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
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory 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
At Stockade Wealth Management, we are an independent Registered Investment Advisor (RIA) and fiduciary firm based in Marlboro, New Jersey, serving clients locally and virtually across the country.As fiduciaries, we are legally and ethically committed to always putting our clients' best interests first, upholding complete transparency around our fees, disclosures, and recommendations.
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, and multi-generational families navigating estate responsibilities and eldercare transitions.
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, and estate coordination—into a single, coordinated strategy.
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.
Led by nearly two decades of experience with both Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) credentials, our firm combines comprehensive wealth strategy with deep, in-house tax expertise.
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.
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
- Cycling
- Family
- Hiking
- Scuba Diving
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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