John Edward Pascarella

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Morristown, NJ
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Morristown, NJ
• 05/2018 → Present
  Raymond James & Associates
  Morristown, NJ

Previous Registrations

• 2008-01-01 → 2018-05-29
  Wells Fargo Clearing Services, Llc
  Morristown, NJ
• 2005-05-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Morristown, NJ
  Morristown, NJ
  St. Louis, MO
• 2003-06-23 → 2005-05-05
  Wells Fargo Clearing Services, Llc
  Summit, NJ

Other Businesses

(1) Name of Business: American Financial Planning Co. d/b/a Lake Hiawatha Dairy Address: 79 North Beverwyck Ave, Lake Hiawatha, NJ, 07034, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overview of the general operation of the Ice Cream Store. No other activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-12
• S63 Uniform Securities Agent State Law Examination
  1985-12-10