John Parise

COPPER BEECH FINANCIAL GROUP

MOORESTOWN, NJ 08057

Some features on this profile are disabled

CRD#: 1401779

Professional summary

John Parise, who also goes by John J Parise, John Joseph Parise, is a registered financial advisor currently at COPPER BEECH FINANCIAL GROUP, LLC located in Moorestown, New Jersey and COPPER BEECH CAPITAL LLC located in Moorestown, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 22 and Series 6 exams.

Aliases

John J Parise | John Joseph Parise

Other business activities

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.

1. OWNER/MANAGER R.E. MANAGEMENT CO: MIKALA REALTY GROUP. COMMERCIAL PROPERTY. NOT SECURITIES RELATED. START DATE 1997. 100% OWNER. 5 HOURS DEVOTED PER MONH, ZERO HOURS DURING MARKET HOURS. 2. COPPER BEECH RISK MANAGEMENT LIFE INSURANCE BUSINESS NON SECURITIES RELATED COMPENSATION 100K DEVOTES 20 HRS PER MONTH, 20 HRS PER MONTH DURING MARKET HRS. 09/19/11 3. LINCOLN FINANCIAL GROUP. OHIO NATIONAL AND PAC LIFE. FIXED LIFE INSURANCE. NOT SECURITIES RELATED. START DATE 1983. 10 HOURS DEVOTED PER MONTH, 10 HOURS DURING MARKET HOURS. 4. COPPER BEECH FINANCIAL GROUP, OUTSIDE RIA FINANCIAL PLANNING AND ADVISORY. INVESTMENT RELATED START DATE 06/21 OWNER COMPENSATION 56K CBFG 400K 152 HOURS PER MO DURING MARKET 5. COPPER BEECH RISK MGT POSITION: Life Agent NATURE: RISK MANAGEMENT LIFE INSURANCE BUSINESS INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 1223 N Church St, Moorestown NJ 08057, United States DESCRIPTION: Selling Life Insurance 6. COPPER BEECH FINANCIAL GROUP POSITION: IAR NATURE: OUTSIDE RIA FINANCIAL PLANNING AND ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2021 ADDRESS: 1223 N Church Street, Moorestown NJ 08057, United States DESCRIPTION: Financial Planning 7. MIKALA REALTY GROUP POSITION: OWNER/MANAGER R. E. MANAGEMENT NATURE: COMMERCIAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 8 N. Broadway, Pitman NJ 08071, United States DESCRIPTION: manage the real estate prop..

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Parise's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 12, 2021 - Present

COPPER BEECH FINANCIAL GROUP, LLC

Office #1: 1223 N. Church Street, Moorestown, NJ 08057

RIA

CRD#: 313156

MOORESTOWN, NJ

Current

July 22, 2026 - Present

COPPER BEECH CAPITAL LLC

Office #1: 1223 N Church Street, Moorestown, NJ 08057Office #2: 1223 N Church St, Moorestown, NJ 08057

CRD#: 334108

MOORESTOWN, NJ

Past

October 11, 2024 - August 4, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Moorestown, NJ

Past

October 11, 2024 - August 4, 2026

OSAIC WEALTH, INC.

CRD#: 23131

Moorestown, NJ

Past

June 14, 2017 - December 31, 2017

FAMILY OFFICE PARTNERS, INC.

RIA

CRD#: 285939

Moorestown, NJ

Past

December 16, 2009 - December 3, 2010

COPPER BEECH WEALTH MANAGEMENT

RIA

CRD#: 151476

MARLTON, NJ

Past

December 4, 2009 - October 12, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

November 18, 2009 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Moorestown, NJ

Past

January 10, 2006 - November 10, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

CHERRY HILL, NJ

Past

May 10, 2004 - December 31, 2005

OSAIC FA, INC.

RIA

CRD#: 3978

CHERRY HILL, NJ

Past

August 30, 2001 - April 5, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1998 - November 10, 2009

OSAIC FA, INC.

CRD#: 3978

CHERRY HILL, NJ

Past

October 29, 1985 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPPER BEECH FINANCIAL GROUP, LLC

COPPER BEECH FINANCIAL GROUP, LLC | VARIUM INVESTMENT PARTNERS

CRD#: 313156 / SEC#: 801-121409

RIA

Registered Investment Advisory firm - (6/11/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(8/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/25/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 7/22/2026

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 2/4/1986

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/28/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

COPPER BEECH FINANCIAL GROUP, LLC

COPPER BEECH FINANCIAL GROUP, LLC | VARIUM INVESTMENT PARTNERS

CRD#: 313156 / SEC#: 801-121409

RIA

Registered Investment Advisory firm - (6/11/2021 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1223 N. Church Street, Moorestown, NJ 08057

Mailing Address

Phone number

(856) 988-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- COPPER BEECH FINANCIAL GROUP, LLC (9/29/2025)

Regulatory assets under management

Total Number of Accounts	468
AUM (Assets Under Management)	$ 189,126,534

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/10/2025	Cover Page	Report
09/29/2023	Cover Page	Report

Red Flags

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 Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Peter Gaertner

ROFFMAN MILLER ASSOCIATES INC

IAR

PHILADELPHIA, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

JENKINTOWN, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John Parise

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Parise's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPER BEECH CAPITAL LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

FAMILY OFFICE PARTNERS, INC.

COPPER BEECH WEALTH MANAGEMENT

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

COPPER BEECH FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/1985

Series 99TO

Date: 7/22/2026

SIE

Date: 10/1/2018

Series 22

Date: 2/4/1986

Series 6

Date: 10/28/1985

FINRA

Current Firm

COPPER BEECH FINANCIAL GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COPPER BEECH FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors