John
Paoloni
Oakbourne Advisors
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About this Advisor
John Paoloni is a financial advisor who works out of Hackettstown, New Jersey with 18 years of industry experience. Paoloni is an employee of Oakbourne Advisors. During their career, the advisor has held roles at Northstar Asset Management LLC Dba Oakbourne Advisors and Purshe Kaplan Sterling Investments. Paoloni maintains a Series 63 license, designating them as a securities agent, and is approved to advise clients in New Jersey and South Carolina. Oakbourne Advisors is a firm headquartered in Hackettstown, NJ. The company has offices in four locations and a total of nine people on staff. It oversees $145 million in total assets across its 1,196 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 1,196 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. Oakbourne Advisors performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are offered. Fee types charged by Oakbourne Advisors can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakbourne Advisors Brokerage Details
$144,840,191
9
1,196
$121,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Paoloni Work History
John has been registered as a financial advisor for 18 years.*
Northstar Asset Management LLC Dba Oakbourne Advisors
Purshe Kaplan Sterling Investments
*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 Paoloni 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 Oakbourne Advisors
West Chester, PA
Hackettstown, NJ
West Chester, PA
West Chester, PA
Hackettstown, NJ
Hackettstown, NJ
Hackettstown, NJ
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