Unclaimed
John Vincent Iervolino is an investment advisor representative at Janney Montgomery Scott LLC with over 27 years of experience in the financial services industry. John is registered with the state of Florida and Texas. John has a Series 7, Series 10, Series 24, Series 55, Series 57TO, and Series 63 licenses as well as a Series 65 license. John previously worked at Lampost Capital, L.C., Rodman & Renshaw, LLC, Hudson Securities, Inc., Dreyfus Service Corporation, Fleet Securities, Inc., Nash, Weiss & Co., Citicorp Investment Services, PaineWebber Incorporated, and Continental Broker-Dealer Corp.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
10/12/2023 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
FL
05/31/2012 - 10/30/2014
LAMPOST CAPITAL, L.C. (BOCA RATON FL)
FL
05/27/2011 - 04/20/2012
RODMAN & RENSHAW, LLC (BOCA RATON FL)
FL
06/19/2003 - 05/27/2011
HUDSON SECURITIES,INC. (BOCA RATON FL)
NY
03/06/2003 - 06/11/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
TX
02/02/1998 - 12/04/2002
FLEET SECURITIES, INC. (DALLAS TX)
NJ
10/14/1997 - 02/02/1998
NASH, WEISS & CO. (JERSEY CITY NJ)
NJ
08/22/1995 - 10/14/1997
NASH, WEISS & CO. (JERSEY CITY NJ)
NY
02/10/1994 - 06/29/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
09/11/1992 - 08/31/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/23/1992 - 08/12/1993
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 07/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Iervolino is the right advisor for you? Invested Better is here to help.