John
Pettina

&Partners

CRD#1704018
Investment Advisor
in Indiana, PA

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About this Advisor

John Pettina is a financial advisor based in Indiana, Pennsylvania, working with &Partners. John has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and &Partners, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Pennsylvania, and Texas. Currently, John is part of &Partners, which operates out of Indiana, Pennsylvania. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

57 S 9Th St, 3Rd Floor
Indiana, PA 15701

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

PA Average: $730,596,643
Total Number of Employees

183

PA Average: 15
Total Number of Accounts

3,051

PA Average: 968
Average Account Size

$384,484

PA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

John Pettina Work History

2024 - Present (0 year)

&Partners, LLC

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of John Pettina 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 &Partners

Brenley Davis
Nashville, TN
Mitchell Briggs
Nashville, TN
Matthew Imhof
Nashville, TN
Caroline Toniolo
Nashville, TN
Dalton Horstmeier
Moberly, MO
Sarah Navarre
Nashville, TN
Grant Koentz
Nashville, TN
Kaley Idol
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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