John Marinelli , CFP®
John is a CERTIFIED FINANCIAL PLANNER™ Professional. He is a Registered Representative with Royal Alliance. Member FINRA/SIPC. Prior to joining AJC Advisors, John began his career in the financial services industry as a Financial Executive with Citicorp Investment Services and then as a Financial Advisors with Citi-Smith Barney. Those many years of brokerage and banking experience have provided him extensive knowledge in the areas of Portfolio Management, Investment & Retirement Planning and Income Strategies. Since joining AJC Advisors, John has been able to bring his experience in trust & estate planning and tax-planning to assist clients to help fulfill their financial goals and values the close relationships he has developed throughout the years with his clients.
John holds the following FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Advisor Exam) Securities Registrations. He also maintains Life & Health and Property & Casualty Insurance licenses in the states of New York, New Jersey, Pennsylvania and Florida.
John earned his Bachelor's degree in Chemistry from Pitzer College and received a certificate for successful completion of the Financial Planning Certificate Program from Fairleigh Dickenson University prior earning the CFP® designation. John grew up on Staten Island , New York and now resides in New Jersey. John and his daughter, Adrienne enjoy sports, traveling and spending time together.