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JM

John Joseph Meo Jr

FORTUNE FINANCIAL SERIVCES
Naples, FL
·CRD# 1415094·41 years experience

Professional Summary

John Joseph Meo JR, who also goes by John Joseph Meo, is a registered financial advisor currently at FORTUNE FINANCIAL SERIVCES, LLC located in Naples, Florida. John is registered as a RR (Registered Representative) and started their career in finance in 1985. John has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 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 Joseph Meo

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Videos & Posts

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Contact Information

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

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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.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150
BD
3811 Airport-pulling Road North Suite 207, Naples, FL 34105
August 10, 2017 - Present
NATIONAL PLANNING CORPORATION·CRD# 29604
RIA
Naples, FL
September 17, 2013 - June 16, 2017
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Naples, FL
August 7, 2013 - June 16, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Jackson, NJ
August 28, 1991 - August 15, 2013
LPL FINANCIAL LLC·CRD# 6413
BD
Jackson, NJ
February 15, 1991 - August 15, 2013
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
Edison, NJ
October 31, 1985 - February 19, 1991

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Current Firm

FF
FORTUNE FINANCIAL SERIVCES, LLC

FORTUNE FINANCIAL SERIVCES, LLC | FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: 8-49727
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

3582 Brodhead Road Suite 202, Monaca, PA 15061

Mailing Address

P.o. Box 238, Monaca, PA 15061

Phone Number

(724) 846-2488

Established

Pennsylvania since 04/20/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (52 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#
BURKE, KELLY GENECHAIRMAN2768537
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER—
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures

Regulatory Event

4

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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.

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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
Florida
(11/16/2017)
RR
New Jersey
(12/11/2017)
RR
New York
(4/17/2019)
RR
Tennessee
(1/15/2020)
RR
Texas
(3/14/2022)

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 Jun 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1991About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1985About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 1991About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Joseph Meo JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JM
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