John Venne
John Venne is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Mt Laurel, NJ, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
9000 Midlantic Drive Suite 120, Mt Laurel, NJ, 08054
Get directionsHistory
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.
Exams
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