John Perko has been an investment adviser representative at CPR Investments since June 2017, and is not listed among the firm’s executive officers or direct owners.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
John Perko’s longest registration is the current one, 9 years at CPR Investments since 2017. Before joining CPR Investments in 2017, John Perko was registered through HBW Advisory Services LLC.
- HBW Advisory Services LLC– · 7 yearsMears, MI · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
John Perko is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2017; the most recent is Texas, in April 2020.
- MichiganSince 9 June 2017
- TexasResidentSince 13 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 June 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Anthony Perko
- CRD
- 2890960
- Firm
- CPR Investments · CRD 139067
- Office
- 3221 N. Silver Ridge Road, Mears, MI 49436
- Registration
- Investment adviser registration
- In the industry since
- October 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does John Perko work?
John Perko is an investment adviser representative registered through CPR Investments Inc since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is John Perko a financial advisor?
Yes. John Perko has a current investment-adviser registration in Michigan and Texas, through CPR Investments since June 2017.
How many years of experience does John Perko have?
John Perko has 29 years in the financial industry, since October 1997, across 2 adviser firms.
What exams has John Perko passed?
John Perko has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in June 1997. FINRA credited John Perko with the SIE, which began in October 2018.
Where did John Perko work before CPR Investments?
Before CPR Investments, John Perko was registered through HBW Advisory Services LLC, February 2010 to June 2017.
Where is John Perko based?
John Perko’s registered office is in Mears, MI.
Is John Perko registered with FINRA?
No. John Perko has no current broker registration.
How can I verify John Perko’s record?
Search CRD 2890960 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Perko’s full registration record.
