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John Philip Clark

CLARK ASSOCIATES FINANCIAL PLANNING INC·BRADDOCK, New Jersey
SIE, Series 7, Series 24, Series 66CFPClean record14 years registeredCLARK ASSOCIATES FINANCIAL PLANNING INC
145 SOUTH ROUTE 73, BRADDOCK, NJ 08037CRD# 3099803Firm CRD# 110673

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Philip Clark · BRADDOCK, NJ
Registration
CRD #3099803 · CLARK ASSOCIATES FINANCIAL PLANNING INC · 14 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Feb 2025 – present
CONCOURSE FINANCIAL GROUP ADVISORS
Jun 2012 – Feb 2025
Gibbsboro, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · June 21, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARK ASSOCIATES FINANCIAL PLANNING INC
CRD 110673 · SEC 801-27064
AUM
$62M
Regulatory assets under management
Employees
1
298 client accounts
Services offered by CLARK ASSOCIATES FINANCIAL PLANNING INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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Introduction

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05

Frequently Asked Questions

What services does John Philip Clark offer?
John Philip Clark specializes in Financial Planning, Investment Management. Contact their office in BRADDOCK, New Jersey for a consultation.
What are John Philip Clark's credentials?
John Philip Clark holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Philip Clark located?
John Philip Clark is based in BRADDOCK, New Jersey, working with CLARK ASSOCIATES FINANCIAL PLANNING INC. Their office serves clients in the BRADDOCK metropolitan area and surrounding communities.
How does John Philip Clark charge for services?
John Philip Clark's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARK ASSOCIATES FINANCIAL PLANNING INC?
CLARK ASSOCIATES FINANCIAL PLANNING INC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARK ASSOCIATES FINANCIAL PLANNING INC

W Howard Clark
BRADDOCK, NJ

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