JJ
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information
Office location
500 Chesterfield Parkway, Malvern, PA, 19355
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacer Financial, INC.Broker
June 2023 - Present · 2 yrs 7 mos
Pacer Advisors, INC.
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Bankers Life Advisory Services, INC.
March 2022 - June 2023 · 1 yr 3 mos
Bankers Life Securities, INC.Broker
November 2021 - June 2023 · 1 yr 7 mos
Lincoln Financial Securities CorporationBroker
December 2020 - March 2021 · 3 mos
Lincoln Financial Advisors CorporationBroker
December 2020 - March 2021 · 3 mos
Lincoln Financial Distributors, INC.Broker
July 2014 - March 2021 · 6 yrs 8 mos
Johnson Securities, INC.Broker
March 2012 - July 2014 · 2 yrs 4 mos
MML Investors Services, INC.
April 2010 - September 2010 · 5 mos
MML Investors Services, INC. Broker
April 2010 - September 2010 · 5 mos
Johnson Securities, INC.Broker
October 2009 - January 2010 · 3 mos
AXA Advisors, LLC
June 2009 - September 2009 · 3 mos
AXA Advisors, LLC Broker
June 2009 - September 2009 · 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.