Geneos Wealth Management
43yrs
Top advisor by experience in Englewood
27yrs
John Addison Pershing
Financial advisor at LPL Enterprise
Based in Englewood, Colorado, John Addison Pershing is a fiduciary financial advisor with 27 years of industry experience. John has been with LPL Enterprise since 2026. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 239 advisors with offices in Englewood, and one of 220 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 16% by experience in Colorado
Office8000 S Chester Street Suite 325, Englewood, CO 80112
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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
- Sep 2026 – nowLPL Enterprise, LLCCurrent firm
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 Enterprise at 704-733-3300 and ask for John Addison Pershing. John works from the Englewood, CO office.
How long has John been a financial advisor?
John has been in the industry since 1999, about 27 years. Top 16% by experience in Colorado.
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 Enterprise 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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