AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JF

John Frederick Fegely Jr

NAVAID FINANCIAL SERVICES
HADDONFIELD, NJ
·CRD# 1229675·42 years experience

Professional Summary

John Frederick Fegely JR, who also goes by John Frederick Fecely, J F Fegely, John F Fegely Jr, John Frederick Fegely, is a registered financial advisor currently at NAVAID FINANCIAL SERVICES, INC. located in Haddonfield, New Jersey. John is registered as a RR (Registered Representative) and started their career in finance in 1984. John has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 52 and Series 53 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Frederick Fecely, J F Fegely, John F Fegely Jr, John Frederick Fegely

Blog Corner

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
View profile
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Years of Experience

42 years in the financial services industry

Current & Past Employments

NAVAID FINANCIAL SERVICES, INC.·CRD# 42607
BD
1. 21 E Euclid Ave, Haddonfield, NJ 080332. 21 E Euclid Ave, Haddonfield, NJ 08033
September 11, 2007 - Present
KILDARE CAPITAL, INC.·CRD# 45796
BD
Berwyn, PA
June 21, 2005 - September 6, 2007
VANGUARD CAPITAL·CRD# 22081
BD
Del Mar, CA
February 12, 2002 - July 11, 2005
REGIONAL BROKERS, INC.·CRD# 30392
BD
Jamison, PA
August 24, 1992 - July 20, 2001
HARTFIELD, TITUS & DONNELLY, LLC·CRD# 7117
BD
Jersey City, NJ
April 4, 1984 - August 19, 1992

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Current Firm

NF
NAVAID FINANCIAL SERVICES, INC.

NAVAID FINANCIAL SERVICES, INC.

CRD#: 42607 / SEC#: 8-49897
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

21 E Euclid Ave, Haddonfield, NJ 08033

Mailing Address

21 E Euclid Ave, Haddonfield, NJ 08033

Phone Number

(215) 985-9100

Established

Delaware since 03/09/1995

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CARNEY, JOHN ANTHONYPRESIDENT/CHIEF FINANCIAL OPERATIONS OFFICER2418078
SIOK, DONALD DREWCEO/ CHIEF COMPLIANCE OFFICER2381978

Disclosures

Regulatory Event

1

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(9/11/2007)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2002About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Mar 1984About the Series 52 exam

Series 53 — Municipal Securities Principal Examination

Passed Apr 1989About the Series 53 exam
FINRA
SRO Registrations

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view John Frederick Fegely JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#
JF
Follow John
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required