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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 D Stannard is an Investment Advisor Representative at Summitry, LLC. John has been in the industry for over a decade, with a career spanning from teaching to working for Krause Construction and Stansberry Asset Management. John currently holds the Series 65 license and has been active as an Investment Advisor Representative since August 2024. Summitry, LLC is a financial firm based in Foster City, California with over 1300 clients. The firm specializes in providing portfolio management services to individuals, businesses, and investment companies.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/22/2024 - Present
Summitry, LLC (FOSTER CITY CA)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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