Peter Petronzio
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Ridgewood, NJ 07450
Credentials
Series 63, Series 65, Series 66
Industry experience
11 years
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business succession planning
Multi-generational wealth transfer
Wealth management
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Professional Athlete
Demographic focus
Intergenerational Families
Location
7 N Broad Street Suite 202
Ridgewood, NJ 07450
Most active in
Peter P has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Edward Jones
2023 - Present (3 years)
Mortgage Access Corporation
2022 - 2023 (1 year)
Guaranteed Rate
2021 - 2022 (1 year)
Atlantic Home Loans
2019 - 2021 (2 years)
RiskVal Financial Solutions
2018 - 2019 (1 year)
ICE Data Services
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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