Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Adamczyk is a financial advisor currently registered with The Colony Group, LLC, where John has been a financial advisor since June 2024. John has been in the financial services industry for over a decade, previously working for J.P. Morgan Securities LLC, Chase Investment Services Corp., and Northwestern Mutual Investment Services, LLC. John is also a Chartered Financial Analyst (CFA). John provides financial planning, portfolio management, and other investment advisory services to high-net-worth individuals, families, and institutions. John is licensed to provide investment advisory services in Illinois.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
IL
06/03/2024 - Present
THE Colony Group, LLC (Chicago IL)
IL
10/01/2012 - 11/05/2020
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
02/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/14/2008 - 06/03/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BC
Issued 02/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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