John Anthony Ferrante

Employer firm

Chicago Oakbrook Financial Group CRD 333344

$1.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 12/2024
  Commonwealth Financial Network
  Waltham, MA
• 08/2007 → Present
  Chicago Oakbrook Financial Group
  Oakbrook, IL

Previous Registrations

• 2007-08-01 → 2024-12-31
  Commonwealth Financial Network
  Oakbrook, IL
• 2004-04-21 → 2007-08-01
  Hornor, Townsend & Kent, Llc
  Oakbrook, IL
  Oakbrook, IL

Other Businesses

1. Fixed insurance sales, as of 09/01/2007, 5% of time spent during business hours; Conducted at branch; Investment related. 2. Owner, JAF Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 08/26/2024; 1% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-20
• S63 Uniform Securities Agent State Law Examination
  1995-05-16

Designations

• Chartered Financial Consultant

Other Names

• John Anthony Ferrante
• John Anthony Ferrante