JP
JP

John Anthony Perko

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

John is an independent agent with CPR Financial Group LLC, selling life insurance and fixed annuities since 2017. This activity takes a few hours per week.

Employment History
Current Registrations
Cpr Investments INC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
June 2017 - October 2020 · 3 yrs 4 mos
Hbw Advisory Services LLC
February 2010 - June 2017 · 7 yrs 4 mos
Hbw Securities LLCBroker
January 2006 - June 2017 · 11 yrs 5 mos
American General Securities IncorporatedBroker
January 2004 - December 2005 · 1 yr 11 mos
PFS Investments INC.Broker
June 1997 - October 2003 · 6 yrs 4 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
John Anthony Perko - Financial Advisor | TrueAdvisor