Unclaimed Profile

John Parise

COPPER BEECH FINANCIAL GROUP, LLC·MOORESTOWN, New Jersey

SIE, Series 6, Series 22, Series 6322 years registeredCOPPER BEECH FINANCIAL GROUP, LLC

1223 N. CHURCH STREET, MOORESTOWN, NJ 08057CRD# 1401779Firm CRD# 313156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Parise · MOORESTOWN, NJ

Registration

CRD #1401779 · COPPER BEECH FINANCIAL GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2024 – present

COPPER BEECH FINANCIAL GROUP, LLC

Aug 2021 – present

FAMILY OFFICE PARTNERS, INC.

Jun 2017 – Dec 2017

Moorestown, NJ

COPPER BEECH WEALTH MANAGEMENT

Dec 2009 – Dec 2010

MARLTON, NJ

AMERICAN PORTFOLIOS ADVISORS, INC

Dec 2009 – Oct 2024

HOLBROOK, NY

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2006 – Nov 2009

CHERRY HILL, NJ

LINCOLN FINANCIAL ADVISORS CORPORATION

May 2004 – Dec 2005

CHERRY HILL, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 63

Registration record

First registered · May 10, 2004

Years registered · 22

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COPPER BEECH FINANCIAL GROUP, LLC

CRD 313156 · SEC 801-121409

AUM

$113M

Regulatory assets under management

Employees

220 client accounts

Services offered by COPPER BEECH FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at COPPER BEECH FINANCIAL GROUP, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MOORESTOWN?

Browse all registered financial advisors in MOORESTOWN, New Jersey or claim this profile if it's yours.

Browse MOORESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Parise offer?

John Parise specializes in Financial Planning. Contact their office in MOORESTOWN, New Jersey for a consultation.

What are John Parise's credentials?

John Parise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Parise located?

John Parise is based in MOORESTOWN, New Jersey, working with COPPER BEECH FINANCIAL GROUP, LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.

How does John Parise charge for services?

John Parise's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPER BEECH FINANCIAL GROUP, LLC?

COPPER BEECH FINANCIAL GROUP, LLC has approximately 10 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →