JP
CFP
JP
CFP

James Nicholas Perriello

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Loading...

Location

60 East 42nd Street, Suite 1120, New York, NY, 10165

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Greenspring Advisors, LLC
October 2025 - Present · 4 mos
Previous Registrations
Wealthstream Advisors, INC.
November 2023 - October 2025 · 1 yr 11 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.