James Perhacs is a registered investment advisor, based in Morristown, NJ, with 24 years of industry experience.
Location
305 Madison Avenue, Morristown, NJ, 07960
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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 →Other Business ActivitiesSells Insurance
James has several business activities, including DBAs for LPL business, serving as a Registered Investment Advisor, real estate rental, and acting as a General Securities Principal. He also spends minimal time on non-variable insurance, including life insurance and fixed annuities.
Employment History
Current Registrations
Pag Financial, LLCBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Morristown Financial Group, LLP
LPL Financial LLC
State Registrations52 states
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