John M. Derderian

HAVERFORD FINANCIAL SERVICES

Radnor, PA 19087-4546

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CRD#: 2191572

Professional summary

John Michael Derderian JR, who also goes by John Michael Derderian, is a registered financial advisor currently at HAVERFORD FINANCIAL SERVICES, INC. located in Radnor, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Michael Derderian

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.

JOHN DERDERIAN SERVES AS AN NASD ARBITRATOR. THE ADDRESS IS NASD REGULATION -DISPUTE RESOLUTION, 125 BROAD STREET, 36TH FLOOR, NEW YORK, NY 10004. THE RELATIONSHIP BEGAN ON JULY 7, 2000 WHICH IS THE DATE THAT JOHN PASSED THE MEMBER TRAINEE EXAMINATION. AS AN NASD ARBITRATOR, JOHN SERVES ON A PANEL THAT DECIDES NASD ARBITRATION CASES. THERE IS NO DEFINITE TIME REQUIREMENT FOR THIS SERVICE, ALTHOUGH SERVICE DOES TAKE PLACE DURING SECURITIES TRADING HOURS. AN APPROXIMATE NUMBER OF SERVICE HOURS WOULD BE ONE WEEK A YEAR, SPACED THROUGHOUT THE YEAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Derderian JR'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

February 16, 2007 - Present

HAVERFORD FINANCIAL SERVICES, INC.

Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546

RIA

CRD#: 130007

Radnor, PA

Past

April 27, 1998 - June 18, 2025

HAVERFORD TRUST SECURITIES, INC.

CRD#: 13214

RADNOR, PA

Past

October 5, 1995 - April 10, 1997

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

April 5, 1993 - August 10, 1994

NF CLEARING, INC.

CRD#: 14285

PHILADELPHIA, 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".

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA

Registered Investment Advisory firm - (2/12/2004 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

Pennsylvania
(2/16/2007)

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

IAR

Series 65

Date: 5/27/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/1/2000

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/21/1998

General Securities Principal Examination

Current Firm

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA

Registered Investment Advisory firm - (2/12/2004 Approved)

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Contact information

Main Address

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546

Mailing Address

Phone number

(610) 995-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFS FORM ADV PART 2A - 2025-03 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 341,907,816

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.

Contact information

xxxxx@xxxx.xxx

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John M. Derderian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Derderian JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAVERFORD TRUST SECURITIES, INC.

FIRST CLEARING, LLC

NF CLEARING, INC.

Primary Firm SEC Registration

HAVERFORD FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/1998

Series 63

Date: 5/13/1993

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/2/1993

Series 53

Date: 3/1/2000

Series 24

Date: 8/21/1998

Current Firm

HAVERFORD FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAVERFORD FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Contact information

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