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JI

John L. Ivarone

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CRD#: 1915582
JI

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Louis Ivarone was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1989. John had worked at 17 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 3, 2012 - June 13, 2012

THE VERTICAL GROUP

BD
CRD#: 104353
RYE, NY
Past

June 1, 2011 - December 19, 2011

NEWEDGE USA, LLC

BD
CRD#: 36118
NEW YORK, NY
Past

January 7, 2011 - May 31, 2011

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

November 8, 2010 - December 7, 2010

ROCHDALE SECURITIES LLC

BD
CRD#: 6863
NEW YORK, NY
Past

November 16, 2009 - April 14, 2010

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ
Past

May 15, 2008 - November 18, 2009

BAY CREST PARTNERS, LLC

BD
CRD#: 39944
NEW YORK, NY
Past

February 1, 2006 - February 13, 2008

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 16, 2004 - January 30, 2006

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

January 8, 2003 - August 31, 2004

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

December 6, 2000 - November 25, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 10, 2000 - November 9, 2000

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

May 15, 2000 - October 10, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 10, 1997 - May 3, 2000

ROBERT FLEMING INC.

BD
CRD#: 1711
NEW YORK, NY
Past

February 3, 1994 - October 25, 1996

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

May 5, 1989 - August 11, 1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

May 5, 1989 - August 11, 1989

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 24, 1989 - March 9, 1989

PRINCETON SECURITIES CORPORATION

BD
CRD#: 21613

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/1/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


TV
THE VERTICAL GROUP
ATWOOD, MARKS & COMPANY, INC | THE VERTICAL TRADING GROUP, LLC | THE VERTICAL GROUP, INC. | THE VERTICAL GROUP

CRD#: 104353 / SEC#: , 8-52814

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
130 Maple Avenue Building 5, Ph, Red Bank, NJ 07701
Mailing Address
99 Wall Street Suite 2280, New York, NY 10005
Phone number
(212) 918-1202
Established
New York since 08/11/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RAS HOLDINGS, LLCPARENT COMPANY
MARTIN, THOMAS DOMINICKFINOP, GSP (12/2003), CCO (3/2016)2363939
SCHAFFER, ROBERT ANDREWCEO, EXECUTIVE REPRESENTATIVE, GSP (12/2003)2743384

Disclosures


Regulatory Event13

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.

Company Information


THE VERTICAL GROUP

CRD#: 104353

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