John J. Berzellini
Professional summary
John Joseph Berzellini JR, CFP®, who also goes by John Joseph Berzellini, is a registered financial advisor currently at JBA FINANCIAL ADVISORS located in Timonium, Maryland.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Berzellini JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1990
Experience
January 31, 2023 - Present
JBA FINANCIAL ADVISORS
Office #1: 30 East Padonia Road, Suite 301, Timonium, MD 21093July 3, 2007 - December 31, 2022
JBA FINANCIAL ADVISORS
July 29, 2004 - July 30, 2007
OSAIC FS, INC.
July 11, 2003 - July 9, 2010
OSAIC FS, INC.
February 20, 1997 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
February 20, 1997 - July 15, 2003
EQUITABLE ADVISORS, LLC
April 23, 1993 - December 4, 1996
SECURIAN FINANCIAL SERVICES, INC.
January 5, 1993 - April 22, 1993
GUARDIAN INVESTOR SERVICES LLC
May 3, 1991 - November 6, 1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
May 3, 1991 - November 6, 1991
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2023)
Exams
Current Firm
JBA FINANCIAL ADVISORS
CRD#: 132149 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 28,838,845 |
Red Flags
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