Joseph Perretta has been an investment adviser representative at IFS Group since July 2024, and is not listed among the firm’s executive officers or direct owners. Joseph Perretta holds a Bachelor of Arts in Business Finance from Franklin & Marshall College.
Ifs Group, LLC is a Mechanicsburg, PA firm with $240M under management, 267 clients and 6 advisers in one office, as of its July 2026 filing.
Joseph Perretta is Partner and Senior Wealth Advisor of IFS Group. Before joining the IFS Group in 2019, he began his career as a Futures Trader on the Chicago Mercantile Exchange trading interest rate derivatives, and later served clients as a Financial Advisor at Merrill Lynch and Fulton Financial Advisors. He has over 17 years of experience in the financial services industry.
Joseph Perretta’s longest registration was 7 years at Raymond James Financial Services Advisors, Inc (2011–2019). Before joining IFS Group in 2024, Joseph Perretta was registered through Raymond James Financial Services Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- LPL Financial LLCAlso current– present · 7 yearsMechanicsburg, PA · Adviser representative · Firm CRD 6413
- Raymond James Financial Services Advisors, Inc– · 7 yearsMechanicsburg, PA · Adviser representative · Firm CRD 149018
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearYork, PA · Adviser representative · Firm CRD 7691
Professional designations
Listed by IFS Group
- AAMS®
- CRPC
Investment adviser representative registrations
Joseph Perretta is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2019.
- PennsylvaniaSince 28 June 2019
- TexasResidentSince 28 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 May 2010 |
| Series 7 | General Securities Representative Examination | 6 April 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Anthony Perretta
- CRD
- 5767999
- Firm
- IFS Group · CRD 328774
- Office
- 1205 MANOR DRIVE, STE 200, Mechanicsburg, PA 17055
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ifsgroup1.com
Where does Joseph Perretta work?
Joseph Perretta is an investment adviser representative registered through Ifs Group, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Perretta a financial advisor?
Yes. Joseph Perretta has a current investment-adviser registration in Pennsylvania and Texas, through IFS Group since July 2024.
How many years of experience does Joseph Perretta have?
Joseph Perretta has 16 years in the financial industry, since April 2010, across 4 adviser firms.
What exams has Joseph Perretta passed?
Joseph Perretta has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 2010. FINRA credited Joseph Perretta with the SIE, which began in October 2018.
Where did Joseph Perretta work before IFS Group?
Before IFS Group, Joseph Perretta was registered through Raymond James Financial Services Advisors, Inc, August 2011 to July 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2010 to August 2011.
Where is Joseph Perretta based?
Joseph Perretta’s registered office is in Mechanicsburg, PA.
Is Joseph Perretta registered with FINRA?
Yes. Joseph Perretta has a current broker registration, under CRD 5767999.
Source: FINRA BrokerCheck
How can I verify Joseph Perretta’s record?
Search CRD 5767999 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Perretta’s full registration record.
