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Jeanneret J P Associates Inc (Liverpool)


Jeanneret J P Associates Inc is a mid-sized advisory firm based in Liverpool. It manages $25.07 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Jeanneret J P Associates provides pension consulting services and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeanneret J P Associates: assets under management

The assets under management (AUM) of Jeanneret J P Associates Inc is $25.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.07 million each.

Careers at Jeanneret J P Associates Inc

Paul Lee Perry has been acting as President since 1 Feb 1989. John Patrick Jeanneret joined the executive team most recently as the President & Ceo, Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
John Patrick Jeanneret President & ceo, chief compliance officer 1 Oct 1988 75% - 100% 4338793
Paul Lee Perry Vice president/director 1 Feb 1989 25% - 50% 1301813

Based in Liverpool

The principal office where Jeanneret J P Associates Inc performs its advisory services is located at 4713 Crossroads Park Drive, Liverpool, NY 13088, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-478-2770 or by fax 315-478-3043. The normal business hours are 9am-5pm mon-thur.; 9am-2pm fri. on Monday - Friday.


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