About JOST

A Brief Introductory Video

It all starts and ends with Family...

Peter DeRosa, CERTIFIED FINANCIAL PLANNER™ professional began JOST Financial Mgmt. Corp. in 1984. His sons were the inspiration for the name, taking the first two letters of both of their names, John and Stephen, to form JOST.

JOST Financial's performance and service is illustrated in their organic growth over the past 40 years. Since 2007 JOST has been under the active management of Stephen DeRosa, Investment Advisor Representative of GWN Securities Inc. and has continued to grow stronger using the same principles from their founding. JOST Financial Mgmt. Corp. is based out of central New Jersey, with a client base that spans nationwide.

All JOST clients have one thing in common- They value what they work hard for and want the maximum value for themselves and their loved ones. We have long-term relationships with our clients because we share this commonality. JOST has the resources of a large financial institution but was built with family at its core, and we maintain that culture with our clients and staff.

Peter DeRosa, Warren, NJ office circa 1990

Stephen DeRosa, excited about JOST even at ten years old!

And not much has changed...

The Independent Difference

You have probably experienced solicitation from representatives of "brand name" financial and insurance institutions. What's the difference between us and them?

Their representatives work directly for their respective company and use potential clients as a conduit to reach their internal goals. Alternatively, JOST works directly for you and uses the same respective companies as a conduit to reach your personal goals.

Office Tour

Our registered branch office was completed with new construction in 2021. It connects to our family home and has a separate entrance for clients and staff to come and go.

You deserve a comfortable and welcoming place to have thoughtful, productive discussions about your retirement and family's future.

That is what we strive to provide!