JP
JP

John Padgett

34 Years of Experience
Neptune, NJ
BrokerSells Insurance

John Padgett is a registered investment advisor, based in Neptune, NJ, with 34 years of industry experience.

Location

3301 Route 66, Building A / Suite 220, Neptune, NJ, 07753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is a licensed insurance agent selling fixed annuities through B. Riley Wealth Insurance and health insurance through Emerson Reid & Co, dedicating a few hours per week to each. He is also the owner of Meritage Group LLC (record keeping), a managing partner at Whale Mallozzi & Padgett PC (tax & accounting), and treasurer for The Order of the Friendly Sons of the Shillelagh of the Jersey Shore.

Employment History
Current Registrations
B. Riley Wealth ManagementBroker
July 2022 - Present · 4 yrs 2 mos
B. Riley Wealth Advisors, INC.
January 2019 - Present · 7 yrs 8 mos
Previous Registrations
National Securities CorporationBroker
November 2008 - July 2022 · 13 yrs 8 mos
First Montauk Securities CORP.
October 2006 - November 2008 · 2 yrs 1 mo
First Montauk Securities CORP.Broker
May 2003 - November 2008 · 5 yrs 6 mos
Kirlin Securities INC.Broker
September 2001 - June 2003 · 1 yr 9 mos
M.S. Farrell & Company, INC.Broker
March 1997 - September 2001 · 4 yrs 6 mos
Rickel & Associates, INC.Broker
August 1995 - February 1997 · 1 yr 6 mos
L.C. Wegard & CO., INC.Broker
June 1992 - August 1995 · 3 yrs 2 mos
Hibbard Brown & CO., INC.Broker
August 1991 - May 1992 · 9 mos
State Registrations14 states
CACODEFLILMAMDNCNJNYPASCVAWA
AdvisorBrokerBoth

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