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John Eric Bauman

QM Advisors LLC

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About John Eric Bauman

John Eric Bauman is a financial advisor with QM Advisors LLC in Inlet Beach, Florida. John has been in the financial industry for over 13 years and is registered as an Investment Advisor Representative in Florida. John holds a Series 65 license and specializes in financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.

Firm Information

John Bauman is currently registered with QM Advisors LLC. QM Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm has approximately $93.2 million in regulatory assets under management.

$93.20M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Bauman’s Registration & Firm History

FL

05/08/2019 - Present

QM Advisors LLC (Inlet Beach FL)

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Licenses & Designations

IA

Issued 03/10/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Eric Bauman.
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