Unclaimed
John Clayton Entingh is an investment advisor representative currently registered with Iams Wealth Management, LLC. John has been in the industry since 1999 and specializes in providing financial planning, pension consulting, and portfolio management services. John has been working with Iams Wealth Management, LLC since March 2017. Prior to that, John worked with Annuity Advisors Inc., Retirement Resource Group, Entingh Financial Services, and Wellstone Securities, LLC. John has a Series 6 and Series 65 license and holds a Bachelor of Arts degree in Finance. John's experience and knowledge of the financial markets provide valuable insight to clients seeking financial advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other advisers; percentage of plan assets
1
2
OH
03/14/2017 - Present
Iams Wealth Management, LLC (DUBLIN OH)
GA
11/15/2005 - 03/02/2007
WELLSTONE SECURITIES, LLC (CUMMING GA)
CA
03/23/2001 - 02/28/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
08/16/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
CA
12/08/1999 - 08/24/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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