JP
JP

John Pettina

38 Years of Experience
Indiana, PA
Broker

John Pettina is a registered investment advisor at &partners, based in Indiana, PA, with 38 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

40 N 5th Street, Indiana, PA, 15701

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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 Activities

John is a member of Sparky LLC, responsible for overseeing property maintenance since February 2025. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
&partners
April 2024 - Present · 2 yrs 1 mo
&partnersBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
November 2002 - May 2024 · 21 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - May 2024 · 24 yrs 7 mos
First Union Capital Markets CORP.Broker
January 1991 - October 1999 · 8 yrs 9 mos
Butcher & Singer INC.Broker
August 1987 - January 1991 · 3 yrs 5 mos
State Registrations19 states
ALCACOFLIAILMAMDMONCNVNYOHPASCTXVAVTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Pettina - Financial Advisor | TrueAdvisor