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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christopher Adams is a financial advisor with over 38 years of experience in the financial services industry. John is currently registered with Robert W. Baird & Co. Inc. in Ohio, Florida and Texas. John has a wide range of experience in the financial services industry, including working as a registered representative for Fifth Third/The Ohio Company from February 1986 to September 1998 and First Jersey Securities, Inc. from July 1984 to February 1986. John is licensed to provide investment advice and brokerage services. John holds Series 7, 8, 9, 10, 31, 63, and 65 licenses. John specializes in providing financial advice and investment management services to individuals, families, and businesses. John is committed to providing clients with personalized financial advice and investment solutions that are tailored to their specific needs and goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
12/22/2017 - Present
Robert W. Baird & Co. Inc. (Cincinnati OH)
OH
02/03/1986 - 09/21/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NA
07/26/1984 - 02/11/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 04/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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