Best Investors Account Sign in

John Robert Cortapasso

Janney Montgomery Scott LLC

Garden City, NY

CRD 6832806

Claim This Profile
Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-03-15
NY RA APPROVED 2021-05-07
TX RA APPROVED_RES 2021-01-06
PA RA APPROVED 2018-02-23
  • NJ RA
    APPROVED
    Since 2022-03-15
  • NY RA
    APPROVED
    Since 2021-05-07
  • TX RA
    APPROVED_RES
    Since 2021-01-06
  • PA RA
    APPROVED
    Since 2018-02-23

Branch Locations

1001 Franklin Avenue Suite 202, Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Garden City NY 07/2017 08/2020
Chef John's Kitchen And Catering Bellerose Village NY 06/2011 06/2017
Janney Montgomery Scott Llc Garden City NY 08/2020 Present
Other Businesses

CFRE LLC, Floral Park, NY. For future Real Estate purchases w/spouse (04/2026). Investment related, not compensated, no time required.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-22
  • S66 Uniform Combined State Law Examination
    2018-02-22
Designations
  • Certified Financial Planner
Other Names
  • John Cortapasso, Jr.

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

More in Garden City, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor