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John Cleveland Pernell

POLARIS INVESTMENT PARTNERS, INC·JOHNS ISLAND, South Carolina
SIE, Series 3, Series 7, Series 22, Series 24, Series 62, Series 63Clean record30 years registeredPOLARIS INVESTMENT PARTNERS, INC
30 FENWICK HALL ALLEE, JOHNS ISLAND, SC 29455CRD# 1146694Firm CRD# 106711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Cleveland Pernell · JOHNS ISLAND, SC
Registration
CRD #1146694 · POLARIS INVESTMENT PARTNERS, INC · 30 years registered
Brand Profile
Not yet started
01

Career History

POLARIS INVESTMENT PARTNERS, INC
Jan 2025 – present
POLARIS INVESTMENT PARTNERS, INC
Jan 1996 – Dec 2024
MOUNT PLEASANT, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 22
Series 24
Series 62
Series 63
Registration record
First registered · January 9, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POLARIS INVESTMENT PARTNERS, INC
CRD 106711 · SEC 801-38199
AUM
$39M
Regulatory assets under management
Employees
3
28 client accounts
Services offered by POLARIS INVESTMENT PARTNERS, INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at POLARIS INVESTMENT PARTNERS, INC →
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05

Frequently Asked Questions

What services does John Cleveland Pernell offer?
John Cleveland Pernell specializes in Investment Management, Retirement Planning. Contact their office in JOHNS ISLAND, South Carolina for a consultation.
What are John Cleveland Pernell's credentials?
John Cleveland Pernell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Cleveland Pernell located?
John Cleveland Pernell is based in JOHNS ISLAND, South Carolina, working with POLARIS INVESTMENT PARTNERS, INC. Their office serves clients in the JOHNS ISLAND metropolitan area and surrounding communities.
How does John Cleveland Pernell charge for services?
John Cleveland Pernell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLARIS INVESTMENT PARTNERS, INC?
POLARIS INVESTMENT PARTNERS, INC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POLARIS INVESTMENT PARTNERS, INC

Martha Louisa Hamilton
JOHNS ISLAND, SC
Robert Ashley Early
JOHNS ISLAND, SC
Dallas Jane Main
JOHNS ISLAND, SC
Robert Wayne Hunter
JOHNS ISLAND, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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