John
Guarino

Covenant Asset Management, LLC

CRD#4369702
Investment Advisor
in Chester, NJ

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About this Advisor

John Guarino is a chartered financial analyst operating out of Chester, New Jersey who has 11 years of relevant experience. Guarino is currently employed by Covenant Asset Management, LLC. They have spent their entire time as a financial advisor at Covenant Asset Management, Llc. Guarino can serve investors in Florida, New Jersey and Texas. Covenant Asset Management, LLC is a firm that has its headquarters in Chester, NJ. It manages $417 million in assets between its 534 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 534 customer accounts, 62% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Covenant Asset Management, LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the financial services. However, fee types billed by Covenant Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

125 Maple Avenue
Chester, NJ 07930

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Covenant Asset Management, LLC Brokerage Details

Total Assets Under Management

$416,569,460

NJ Average: $10,121,009,343
Total Number of Employees

11

NJ Average: 92
Total Number of Accounts

534

NJ Average: 6,978
Average Account Size

$780,093

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Guarino Work History

John has been registered as a financial advisor for 11 years.*

1999 - Present (25 years)

Covenant Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Guarino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Covenant Asset Management, LLC

Markian Ukrainskyj
Chester, NJ
Gabriel Rowe
Chester, NJ
Donald Weir
Chester, NJ
Dexter Morse
Bonita Springs, FL
William Cunliffe
Chester, NJ
Timothy Rowe
Chester, NJ
Christopher Clark
Chester, NJ
John Guarino
Chester, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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