Johnathon Perog (CRD# 7339664) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Delanson, NY and has over 2 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Harbor Capital, LLC | Bethesda, MD | Sep 2023 - Current | < 1 |
| Park Avenue Securities, LLC | Latham, NY | May 2021 - Sep 2023 | 2 |
| Guardian Life Isnurance Co Of America | Latham, NY | Dec 2020 - Sep 2023 | 2 |
| Green Capital Advantage, LLC | Delanson, NY | Jul 2018 - Sep 2023 | 5 |
| Hannaford Company | Esperance, NY | Jan 2015 - Jun 2018 | 3 |
| Capital Supply Company | Delanson, NY | Jan 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- AZ
- MD
- NY
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts876ACCOUNTS
-
Average Account Value$198,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AR, AZ, CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.