Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Jaicks is a financial advisor currently registered with Oneseven. John has been in the financial industry since 1992 and has a wide range of experience. John is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor in Utah.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
06/06/2018 - Present
Oneseven (BEACHWOOD OH)
UT
08/21/2007 - 06/04/2018
BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)
UT
11/15/2004 - 08/20/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (SALT LAKE CITY UT)
MO
11/20/2001 - 11/16/2004
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
NY
06/24/1998 - 12/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
UT
05/29/1994 - 06/17/1998
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
NY
03/16/1992 - 01/10/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 01/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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