John Philip Clark

Current Employers

Employment History

• 01/2000 → 02/2025
  Concourse Financial Group Securities Inc
  Gibbsboro, NJ
• 09/2011 → Present
  (Dba) Clark Associates Financial Planning Inc
  Gibbsboro, NJ
• 06/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Gibbsboro, NJ
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Gibbsboro, NJ
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-06-21 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Braddock, NJ
  Gibbsboro, NJ
  Birmingham, AL

Other Businesses

(dba) CLARK ASSOCIATES FINANCIAL PLANNING, INC; Investment Related; 146 Lakeview Drive South, Suite 301; Gibbsboro, NJ 08026; Other; Advisor/Educator; Start Date 09/2011; 160 hours per month; Financial Planning; Assist my business partner with client management and planning. I conduct educational workshops, for a fee, dealing with financial, cyber-security, and life coaching matters. Non-specific investment advice such as asset allocation and other matters of general financial planning may be discussed. There is potential for the attendees of these workshops to call about our Financial Planning Practice and Investment Management services and they may become clients. >> NON-FINANCIAL COACHING; Non-Investment Related; 146 Lakeview Drive South, Suite 301; Gibbsboro, NJ 08026; Other; Coach; Start Date 09/2014; 5 hours per month; I help those that are looking for a new job or just want to better themselves with interview skills, writing and non-financial knowledge improvement. >> ADVISOR TO ADVISOR COACHING; Non-Investment Related; 146 Lakeview Drive South, Suite 301; Gibbsboro, NJ 08026; Other; Coach; Start Date 09/2014; 5 hours per month; Teaching and coaching other advisors. >> GUARDIANSHIP; Non-Investment Related; Start Date 01/2019; 5 hours per month; I act as guardian for my mentally disabled adult brother. >> SUCCESSOR POA; Non-Investment Related; Residence; Start Date N/A; 0 hours per month; I am named Successor POA for family members.

Exams

• S66 Uniform Combined State Law Examination
  1998-08-15

Designations

Other Names

• John Phi Clark