JD
JD

John Decorso

23 Years of Experience
Mahwah, NJ
Broker

John Decorso is a registered investment advisor at Primerica Advisors, based in Mahwah, NJ, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

61 Ramapo Valley Rd, Ste B, Mahwah, NJ, 07430

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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 sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and spends about 10-20% of his time as an office manager.

Employment History
Current Registrations
Primerica Advisors
July 2021 - Present · 5 yrs
PFS Investments INC.Broker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
PFS Investments INC.Broker
January 2016 - May 2016 · 4 mos
PFS Investments INC.Broker
October 2015 - December 2015 · 2 mos
Wells Fargo Advisors, LLCBroker
July 2012 - September 2012 · 2 mos
PFS Investments INC.Broker
July 2011 - July 2012 · 1 yr
Chase Investment Services CORP.Broker
January 2008 - July 2009 · 1 yr 6 mos
PFS Investments INC.Broker
September 1998 - September 2006 · 8 yrs
PFS Investments INC.Broker
November 1987 - December 1994 · 7 yrs 1 mo
State Registrations12 states
ARAZCACTDEFLGANCNJNMNYPA
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 Decorso - Financial Advisor | TrueAdvisor