Unclaimed
John Perrette is a registered representative of J.p. Morgan Securities LLC. John is a highly experienced advisor, entering the industry in 1994 and having been registered in 32 states and 25 self-regulatory organizations. John has been registered with J.p. Morgan Securities LLC since 2012. Previously, John was registered with Chase Investment Services Corp. from 1998 to 2012, Lexington Capital Partners & Co., Inc. for a short period in 1998 and Meyers Pollock Robbins, Inc. from 1996 to 1998. John is a series 7, 63, 65, 26, 6TO, and SIE licensed representative. John has a broad range of experience in the industry and specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
09/20/2013 - Present
J.p. Morgan Securities LLC (MORRISTOWN NJ)
NJ
05/19/1998 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUMMIT NJ)
NY
01/12/1998 - 02/12/1998
LEXINGTON CAPITAL PARTNERS & CO., INC. (STATEN ISLAND NY)
NY
04/26/1996 - 01/06/1998
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
04/10/1995 - 05/21/1996
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
06/24/1994 - 03/16/1995
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
NJ
10/25/1993 - 05/05/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 08/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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