John B. Petrick
Senior Managing Director @Perennial Financial Services
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WORK HISTORY
Senior Managing Director @Perennial Financial Services
Los Angeles, CA, US
John B. Petrick is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.California Insurance License #0E03441Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of the states in which I am registered to do business, please visit
EDUCATION
University of Arizona
BS
ABOUT JOHN B. PETRICK
John B. Petrick is the co-founder of Perennial Financial Services, an independent wealth management firm established in 2004. Alongside Chris Nowakowski, John launched the firm with a vision to deliver a personalized, relationship-driven experience built on trust, transparency, and goals based financial planning. Additionally, they sought out to create a turnkey platform allowing likeminded advisors to pursue independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an independent RIA.Over the course of his career, John has been widely recognized for his impact and leadership in the financial services industry. His accolades include induction into the Cambridge Who’s Who registry in 2008 and being named a FIVE STAR Wealth Manager* for 15 consecutive years starting in 2012. In 2024, John ranked #3 on AdvisorHub’s “Top 100 Next Gen Advisors to Watch”—a list spotlighting the largest and fastest-growing practices led by advisors under age 45. In 2025, the Los Angeles Business Journal recognized him as a Leader of Influence in Wealth Management** for the third time, and he was also included in AdvisorHub’s prestigious list of the “Top 200 Advisors to Watch – Over $1 Billion.”John’s insights and commentary have appeared in leading industry publications and media outlets, including the Los Angeles Times, AdvisorHub, Yahoo! Finance, WealthManagement.com, CityWire, Morningstar, Financial Advisor Magazine, the Los Angeles Business Journal, and The Palisadian-Post. With deep experience and a client-first approach, John has earned a reputation for guiding individuals and families toward greater clarity and confidence in their financial decision-making.*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 20••••26 Five Start Wealth Managers.**The 2022, 2023 and 2024 Los Angeles Business Journal’s Leaders of Influence award winners were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community, including professional achievements, community leadership, milestones, and notable accomplishments. The professionals did not pay to be included in the selection process.CA Insurance License #0E03441
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