J.PAPPAS INVESTMENTS

J.PAPPAS INVESTMENTS is an SEC-registered investment adviser (CRD 299387). Regulatory assets under management: $4.9M.

Registration

• CRD: 299387
• Type: Registered investment adviser
• Phone: 973-429-0725 X 1
• Latest filing: 2026-02-03
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Clients: 2
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299387 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search