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John David Kolb

Hudock Capital Group

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About John David Kolb

John David Kolb is a financial advisor at Hudock Capital Group, a Registered Investment Advisor based in Williamsport, Pennsylvania. John has been in the financial services industry since 2011 and has extensive experience providing financial advice to individuals, families, and businesses. John is a registered representative with both FINRA and the state of Pennsylvania. John specializes in working with high-net-worth individuals, families, and charitable organizations. John offers a range of financial planning services, including retirement planning, investment management, and estate planning. John is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

John Kolb is currently registered with Hudock Capital Group. Hudock Capital Group, LLC is an investment advisor headquartered in Williamsport, Pennsylvania, with approximately $747 million in regulatory assets under management. The firm specializes in financial planning and portfolio management services for high-net-worth individuals, corporations, and charitable organizations. Hudock Capital Group offers wrap fee programs and provides investment advisory services to a diverse clientele, including individuals, businesses, and non-profit organizations.
Hudock Capital Group

400 MARKET STREET

WILLIAMSPORT, PA 17701

$747.23M

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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John Kolb’s Registration & Firm History

PA

02/11/2015 - Present

Hudock Capital Group (WILLIAMSPORT PA)

PA

02/19/2013 - 02/10/2015

M&T SECURITIES, INC. (PENNSDALE PA)

PA

01/07/2011 - 12/01/2011

EDWARD JONES (WILLIAMSPORT PA)

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Licenses & Designations

BOTH

Issued 01/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Kolb.
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