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Kenneth David Perschetz

J.v.b. Financial Group, LLC

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About Kenneth David Perschetz

Kenneth David Perschetz is a financial professional with over 30 years of experience in the industry. Kenneth currently works at J.v.b. Financial Group, LLC. Previously, Kenneth worked at Oppenheimer & Co. Inc., Miller Tabak Roberts Securities, LLC, Nomura Securities International, Inc., Sandler, O’Neill & Partners, L.P., Alex. Brown & Sons Incorporated, and Bear, Stearns & Co. Inc. Kenneth holds Series 63, 24, SIE, 55, and 7 licenses. Kenneth is registered in New York.

Firm Information

Kenneth Perschetz is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Kenneth Perschetz’s Registration & Firm History

NY

04/02/2012 - Present

J.v.b. Financial Group, LLC (NEW YORK NY)

NY

06/07/2010 - 04/03/2012

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

11/19/2009 - 05/21/2010

MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)

NY

04/14/2005 - 11/02/2006

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

10/24/2001 - 04/19/2005

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

NY

06/10/1994 - 04/18/2000

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

NA

04/14/1994 - 06/08/1994

ALEX. BROWN & SONS INCORPORATED

NY

07/31/1987 - 03/30/1994

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/19/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kenneth David Perschetz.
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