John Parise has been Chief Executive Officer of Copper Beech Financial Group since January 2021, is a control person of the firm and directly owns under 5% of it.
Copper Beech Financial Group, LLC is a Moorestown, NJ firm with $197M under management, 201 clients and 4 advisers in one office, as of its March 2026 filing.
John Parise is Managing Partner of Copper Beech Financial Group, based in Moorestown, New Jersey. He has over 32 years of experience in financial planning and wealth management. His family CFO services use a family office structure to coordinate with clients' advisors, including accountants, attorneys and other professionals. Before forming Copper Beech, he was a family wealth strategist at Lincoln Financial's Resource Group.
John Parise’s longest registration was 14 years at American Portfolios Advisors, Inc (2009–2024). Before joining Copper Beech Financial Group in 2021, John Parise was registered through Family Office Partners, Inc. and Copper Beech Wealth Management.
- Osaic Wealth, Inc.– · 1 yearMoorestown, NJ · Adviser representative · Firm CRD 23131
- – present · 5 yearsMoorestown, NJ · Adviser representative · Firm CRD 313156
- Family Office Partners, Inc.– · under a yearMoorestown, NJ · Adviser representative · Firm CRD 285939
- Copper Beech Wealth Management– · under a yearMarlton, NJ · Adviser representative · Firm CRD 151476
- American Portfolios Advisors, Inc– · 14 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Lincoln Financial Advisors Corporation– · 5 yearsCherry Hill, NJ · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
John Parise is registered as an investment adviser representative in New Jersey, since August 2021.
- New JerseySince 12 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 22 July 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 22 | Direct Participation Programs Representative Examination | 4 February 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 October 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 October 1985 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 1401779
- Firm
- Copper Beech Financial Group · CRD 313156
- Role
- Chief Executive Officer
- Office
- 1223 N. CHURCH STREET, Moorestown, NJ 08057
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- copperbeechfg.com
Where does John Parise work?
John Parise has been Chief Executive Officer of Copper Beech Financial Group, LLC since January 2021, and is a control person of the firm.
Is John Parise a financial advisor?
Yes. John Parise has a current investment-adviser registration in New Jersey, through Copper Beech Financial Group since August 2021.
How many years of experience does John Parise have?
John Parise has 40 years in the financial industry, since November 1985, across 6 adviser firms.
What exams has John Parise passed?
John Parise has passed 4 licensing exams: the Series 63, Series 6, Series 22 and Series 99TO. The earliest, the Series 63, was passed in October 1985. FINRA credited John Parise with the SIE, which began in October 2018.
Where did John Parise work before Copper Beech Financial Group?
Before Copper Beech Financial Group, John Parise was registered through Family Office Partners, Inc., June 2017 to December 2017; Copper Beech Wealth Management, December 2009 to December 2010; Lincoln Financial Advisors Corporation, May 2004 to November 2009.
Where is John Parise based?
John Parise’s registered office is in Moorestown, NJ.
Is John Parise registered with FINRA?
Yes. John Parise has a current broker registration, under CRD 1401779.
Source: FINRA BrokerCheck
How can I verify John Parise’s record?
Search CRD 1401779 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Parise’s full registration record.
