Hornor, Townsend & Kent
39yrs
Top advisor by experience in Montville
32yrs
John Lederer is a fiduciary financial advisor in Montville, New Jersey, with 32 years in the industry. John joined LPL Financial in 2025, after 11 years at Oppenheimer & Co. and a year at Morgan Stanley. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 31 advisors with offices in Montville, and one of 27 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 13% by experience nationwide
Office350 Main Road Suite 204, Montville, NJ 07045
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowLPL Financial LLCCurrent firm
- 2014 – 2025Oppenheimer & Co. Inc.Previously
- Apr 2013 – Jun 2014Morgan StanleyPreviously
- Feb 2011 – Feb 2013UBS Financial Services Inc.Previously
- May 2007 – Oct 2007Citigroup Global Markets Inc.Previously
- Nov 2006 – May 2007Citicorp Investment ServicesPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call LPL Financial at 704-733-3300 and ask for John Lederer. John works from the Montville, NJ office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 32 years. Top 13% by experience nationwide.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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