John Porrecca has been an investment adviser representative at IM Wealth Partners Investment Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. John Porrecca studied at Widener University.
IM Wealth Partners Investment Advisors LLC is a Blue Bell, PA firm with $124M under management, 17 clients and 8 advisers in one office, as of its September 2026 filing.
John Porrecca is Advisor of IM Wealth Partners, based in Blue Bell, PA. He joined the firm in 2017 after working at MetLife for 12 years as a financial advisor. He helps clients put together financial plans for college and retirement savings strategies, investment management, and insurance planning.
John Porrecca’s longest registration is the current one, 9 years at Stonex Advisors Inc. since 2017. Before joining IM Wealth Partners Investment Advisors in 2026, John Porrecca was registered through Msi Financial Services, Inc.
- IM Wealth PartnersCurrent– present · under a yearBlue Bell, PA · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 9 yearsBlue Bell, PA · Adviser representative · Firm CRD 174182
- Msi Financial Services, Inc.– · 8 yearsNewtown Square, PA · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
John Porrecca is registered as an investment adviser representative in Pennsylvania, since February 2017.
- PennsylvaniaSince 21 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 February 2008 |
| Series 7 | General Securities Representative Examination | 19 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John F Porrecca
- CRD
- 4489057
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Office
- 3 VALLEY SQUARE, SUITE 110, Blue Bell, PA 19422
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imwealthpartners.com
Where does John Porrecca work?
John Porrecca is an investment adviser representative registered through IM Wealth Partners Investment Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Porrecca a financial advisor?
Yes. John Porrecca has a current investment-adviser registration in Pennsylvania, through IM Wealth Partners Investment Advisors since June 2026.
How many years of experience does John Porrecca have?
John Porrecca has 23 years in the financial industry, since November 2002, across 3 adviser firms.
What exams has John Porrecca passed?
John Porrecca has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2002. FINRA credited John Porrecca with the SIE, which began in October 2018.
Where did John Porrecca work before IM Wealth Partners Investment Advisors?
Before IM Wealth Partners Investment Advisors, John Porrecca was registered through Msi Financial Services, Inc., March 2008 to February 2017.
Where is John Porrecca based?
John Porrecca’s registered office is in Blue Bell, PA.
Is John Porrecca registered with FINRA?
Yes. John Porrecca has a current broker registration, under CRD 4489057.
Source: FINRA BrokerCheck
How can I verify John Porrecca’s record?
Search CRD 4489057 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Porrecca’s full registration record.
- Andy ArmstrongChief Compliance Officer
Ian MeierdiercksCEO/Managing Member