John Venne
John Venne is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
John is involved in several business activities, including entities for tax/investment purposes, real estate rentals, and providing investment advisory services through Private Advisor Group (taking up a full-time commitment). He also has a non-variable insurance affiliation with Rosenblatt Brokerage, though he spends no time on it.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 states
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.