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John Murphy Jr.

Advisor at Cetera

Updated today

Location

New Holland, PA 17557

Credentials

Series 63, Series 66

Industry experience

38 years

About

John Murphy Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His career includes roles at Orrstown Financial Advisors, Infinex Investments, and Union Community Bank. He also served with the Susquehanna Regional Police Commission and East Donegal Township. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional resources.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

301 West Main St

New Holland, PA 17557

Most active in

Pennsylvania

Work history

Cetera

2023 - Present (3 years)

Orrstown Financial Advisors

2019 - Present (7 years)

Cetera Wealth Services, LLC

2019 - Present (7 years)

Infinex Investments, inc.

2016 - 2019 (3 years)

Cetera Advisor Networks Llc

2013 - 2016 (3 years)

Susquehanna Regional Police Commission

2006 - 2021 (15 years)

East Denegel Township

2003 - 2021 (18 years)

Union Community Bank

2001 - 2019 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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