AdvisorOS Directory
Claim Profile
Unclaimed Profile
JJ

John Patrick Jeanneret

JEANNERET J P ASSOCIATES INC·LIVERPOOL, New York
Clean recordJEANNERET J P ASSOCIATES INC
4713 CROSSROADS PARK DRIVE, LIVERPOOL, NY 13088CRD# 4338793Firm CRD# 107677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Patrick Jeanneret · LIVERPOOL, NY
Registration
CRD #4338793 · JEANNERET J P ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Patrick Jeanneret is a registered financial advisor based in LIVERPOOL, New York, affiliated with JEANNERET J P ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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 →

03

Firm Overview

Firm
JEANNERET J P ASSOCIATES INC
JEANNERET J P ASSOCIATES INC
AUM
$25M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JEANNERET J P ASSOCIATES INC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Other: REIMBURSEMENT OF ACTUAL EXPENSES
Regulatory
SEC/IARD CRD# 4338793
Firm CRD# 107677
View on FINRA BrokerCheck →

Looking for a financial advisor in LIVERPOOL?

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

Browse LIVERPOOL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Patrick Jeanneret offer?
John Patrick Jeanneret is a registered financial advisor in LIVERPOOL, New York. Contact their office for details on services offered.
What are John Patrick Jeanneret's credentials?
John Patrick Jeanneret is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Patrick Jeanneret located?
John Patrick Jeanneret is based in LIVERPOOL, New York, working with JEANNERET J P ASSOCIATES INC. Their office serves clients in the LIVERPOOL metropolitan area and surrounding communities.
How does John Patrick Jeanneret charge for services?
John Patrick Jeanneret's firm is compensated through other: reimbursement of actual expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JEANNERET J P ASSOCIATES INC?
JEANNERET J P ASSOCIATES INC has approximately 4 employees and manages $25M 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 →

More Advisors in LIVERPOOL, New York

Paul Anthony Drescher
CARSWELL INVESTMENTS, LLC·LIVERPOOL, NY
Peter Howard Drescher
CARSWELL INVESTMENTS, LLC·LIVERPOOL, NY
John Michael Drescher
CARSWELL INVESTMENTS, LLC·LIVERPOOL, NY
William Joseph Drescher
CARSWELL INVESTMENTS, LLC·LIVERPOOL, NY
Christopher Ryan Avery
IBN FINANCIAL SERVICES, INC.·LIVERPOOL, NY
Richard James Jr Carlesco
IBN FINANCIAL SERVICES, INC.·LIVERPOOL, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile