Jon Pecorella
Jon Pecorella is a registered investment advisor at Innovative Private Wealth Management INC., based in Somers, NY, with 20 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.
Fee Estimator
Location
361 Route 202, Somers, NY, 10589
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Innovative Private Wealth Management INC.
Previous Registrations
Phx Financial, INC.Broker
Iaa Financial LLCBroker
John Thomas FinancialBroker
First Midwest Securities, INC.Broker
America's Choice Equities LLCBroker
Itradedirect.com CORPBroker
The Concord Equity Group, LLCBroker
Granite Associates, INCBroker
Itradedirect.com CORPBroker
Joseph Stevens & Company, INC.Broker
State Registrations1 state
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
More Advisors
- Michael Peist, CFPCetera Investment Advisers LLC
- Kjersten Lazar, CFPRaymond James & Associates, INC.
- Glenn Bianco, CFPRBC Capital Markets, LLC