John Phillip Passey
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Private Advisor Group, LLCAug 2026 to now
- LPL Financial LLCDec 2024 to now
- Good Life Advisors, LLCDec 2024 to Aug 2026
- Sterling Fox FinancialAug 2012 to Dec 2024
- Raymond James Financial ServicesJun 2012 to Dec 2024
- Raymond James Financial Services Advisors Inc.Jun 2012 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4955356
- Firm CRD
- 155216