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John Parisi

36 Years of Experience
Mendham, NJ
BrokerSells Insurance

John Parisi is a registered investment advisor, based in Mendham, NJ, with 36 years of industry experience.

Location

5 Cold Hill Road S, Suite 1, Mendham, NJ, 07945

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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 a founding partner in Parisi Gray Wealth Management, a registered investment advisory firm, dedicating full-time hours. He also works as an insurance agent offering fixed insurance solutions and life insurance, spending minimal time on these activities. John also owns real estate through Navigation Commercial, LLC.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2017 - Present · 9 yrs 3 mos
Parisi Gray Wealth Management, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Oliver Luxxe Assets LLC
December 2016 - October 2017 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2005 - December 2016 · 11 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - December 2016 · 18 yrs 11 mos
Lehman Brothers INC.Broker
June 1993 - September 1997 · 4 yrs 3 mos
Lehman Government Securities INC.Broker
June 1993 - October 1995 · 2 yrs 4 mos
Lehman Special Securities INC.Broker
June 1993 - July 1994 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1989 - May 1993 · 4 yrs 3 mos
State Registrations4 states
CONJPATX
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 Parisi - Financial Advisor | TrueAdvisor