John Parise
John Parise is a registered investment advisor at Osaic Wealth, INC., based in Moorestown, NJ, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1223 N. Church Street, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
John owns and manages Mikala Realty Group, a commercial property management company, dedicating minimal time. He also has a life insurance business, Copper Beech Risk Management, and sells fixed life insurance through Lincoln Financial Group, Ohio National, and Pac Life, spending about 10-20% of his time on these insurance activities. Additionally, John is an IAR with American Portfolios Advisors and owner of Copper Beach Financial Group, spending nearly full-time on these investment-related activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Copper Beech Financial Group, LLC
Previous Registrations
Family Office Partners, INC.
Copper Beech Wealth Management
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.