John Feroldi, financial advisor Oakton VA

John Feroldi

CRD Number: 7057159
Current Firm: Abraham Financial Advisors LLC

John Feroldi (CRD# 7057159) is an Investment Advisor Representative working at Abraham Financial Advisors LLC in Oakton, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Abraham Financial Advisors LLC Oakton, VA May 2020 - Current 3
Fountainhead Wealth Advisors Reston, VA Sep 2019 - Mar 2020 < 1
Pruco Securities LLC Bethesda, MD Jun 2019 - Aug 2019 < 1
The Prudential Insurance Company Of America Bethesda, MD Jun 2019 - Aug 2019 < 1
First Command Financial Planning, Inc. Fort Worth, TX Apr 2019 - May 2019 < 1
First Command Advisory Services, Inc. Fort Worth, TX Apr 2019 - May 2019 < 1
First Command Insurance Services, Inc. Fort Worth, TX Apr 2019 - May 2019 < 1
First Command Fort Worth, TX Jan 2019 - Apr 2019 < 1
Unemployed Oakton, VA Oct 2018 - Jan 2019 < 1
Charter Communications Washington, DC Sep 2016 - Oct 2018 2
Self Employed Oakton, VA Feb 2016 - Aug 2016 < 1
Mitel Herndon, VA Oct 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for John R. Feroldi
Phone Number: 703-855-1156
Registered State(s):
  • VA
Current Firm Details
Abraham Financial Advisors LLC
Firm's CRD Number: 309707
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $470,588
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

VA

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