linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Baranauskas

Sweetgum Laboratories LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Baranauskas

John Baranauskas is a financial advisor with Sweetgum Laboratories LLC. John has been in the financial services industry since 2006. John is a licensed insurance agent, and holds a Series 66, Series 7, Series 31 and the SIE exams. John's past experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., and Equinox Group Distributors, LLC. John specializes in financial planning and portfolio management for individuals.

Firm Information

John Baranauskas is currently registered with Sweetgum Laboratories LLC. Sweetgum Laboratories LLC is a registered investment advisor with approximately $7.1 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 97 clients, of which 95 are individuals other than high-net-worth individuals, and 2 are high-net-worth individuals. They do not offer any wrap fee programs.

$7.10M

Assets Under Management

42

Total Clients

1

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Baranauskas’s Registration & Firm History

PA

04/03/2023 - Present

Sweetgum Laboratories LLC (YARDLEY PA)

NY

06/22/2018 - 10/15/2019

EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)

PA

05/03/2017 - 04/10/2018

SA STONE WEALTH MANAGEMENT INC. (STROUDSBURG PA)

NJ

07/06/2009 - 02/02/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NY

04/24/2008 - 11/17/2008

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

07/16/2007 - 04/30/2008

TD AMERITRADE, INC. (NEW YORK NY)

NJ

02/07/2006 - 06/28/2007

SIGNATOR INVESTORS, INC. (MOUNT LAUREL NJ)

Not sure if John Baranauskas is right for you?

Licenses & Designations

BOTH

Issued 05/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 02/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Baranauskas.
Not sure if John Baranauskas is right for you?