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John Alison Fahnestock

Q3 Asset Management Corp.

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About John Alison Fahnestock

John Alison Fahnestock is a registered Investment Advisor Representative with Q3 Asset Management Corp. in Eagle, ID. John has been in the financial industry for over 35 years. John's previous employers include GWN Securities Inc., Sterne Agee Financial Services, Inc., WRP Investments, Inc., Financial Advisers of America, LLC, Next Financial Group, Inc., Securities Service Network, Inc., Guardian Investor Services Corporation, MONY Securities Corp., and The Mutual Life Insurance Company of New York. John holds the Series 63 and Series 65 licenses, and is currently registered with the state of Idaho. Q3 Asset Management Corp. is a Registered Investment Advisor specializing in providing portfolio management for individuals, businesses, and investment companies.

Firm Information

John Fahnestock is currently registered with Q3 Asset Management Corp.. Q3 Asset Management Corp. is an investment advisor based in Birmingham, MI, with approximately $713 million in regulatory assets under management. They provide advisory services to individuals, high-net-worth individuals, investment companies, other investment advisors, and corporations. Their advisory services include financial planning, market timing, and portfolio management.
Q3 Asset Management Corp.

2175 COLE STREET

BIRMINGHAM, MI 48009

$713.02M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Fahnestock’s Registration & Firm History

MI

10/18/2023 - Present

Q3 Asset Management Corp. (BIRMINGHAM MI)

ID

01/05/2016 - 10/19/2023

GWN SECURITIES INC. (EAGLE ID)

ID

09/12/2014 - 12/31/2015

STERNE AGEE FINANCIAL SERVICES, INC. (EAGLE ID)

ID

08/18/2011 - 09/12/2014

WRP INVESTMENTS, INC. (EAGLE ID)

ID

01/04/2010 - 08/18/2011

FINANCIAL ADVISERS OF AMERICA, LLC (EAGLE ID)

ID

01/04/2000 - 12/31/2009

NEXT FINANCIAL GROUP, INC. (EAGLE ID)

TN

03/20/1997 - 12/31/1999

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

NY

04/29/1994 - 03/20/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

05/13/1992 - 03/25/1994

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

10/05/1987 - 05/08/1992

MONY SECURITIES CORP. (NEW YORK NY)

NY

10/05/1987 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/02/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Alison Fahnestock. Review regulatory record here.
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