John Wallace, financial advisor Parsippany NJ
93 score

John Wallace

CRD Number: 3093471
Current Firm: Hennion & Walsh Asset Management, Inc.

John Wallace (CRD# 3093471) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Nori, Hennion, Walsh, Inc. Parsippany, NJ Jun 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for John V. Wallace
Phone Number: 973-299-8989
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    172
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $305,289
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, IL, MA, NC, NJ, NY, PA, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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