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John M Perrette

J.p. Morgan Securities LLC

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About John M Perrette

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.

Firm Information

John Perrette is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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John Perrette’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are 2 public disclosures for John M Perrette. Review regulatory record here.
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