John Puricelli, financial advisor Ballwin MO
96 score

John Puricelli

CRD Number: 1937596
Current Firm: Edward Jones

John Puricelli (CRD# 1937596) is an Investment Advisor Representative working at Edward Jones in Ballwin, MO and has over 14 years of experience in the finance industry. John Puricelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2014 - Current 2
Edward Jones St. Louis, MO Jun 2010 - Aug 2014 4
First Brokerage America, LLC St. Louis, MO Jan 2008 - May 2010 2
First Bank St. Louis, MO Nov 2006 - May 2010 3
Westmark Capital Management, LLC Chesterfield, MO Jan 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for John J. Puricelli
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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