Unclaimed
John Frederick Bacon is an active registered investment advisor in the state of Florida, and is also a registered representative with Janney Montgomery Scott LLC. John has been working in the securities industry since September 13, 1973. Before joining Janney Montgomery Scott LLC, John worked at J. F. Hartfield & Co., Inc., Keane Securities Co., Inc., Robert Thomas Securities, Inc., Thomson McKinnon Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Geo. B. Gibbons & Co., Inc., Chester Harris & Company, Incorporated, Donald Sheldon & Co., Inc., Halcyon Securities, Inc., Bernard Herold & Co., Inc., L. F. Rothschild, Unterberg, Towbin, Reynolds Securities, Inc., Dominick & Dominick, Incorporated, and Legg Mason Wood Walker, Incorporated. John currently has a branch office location in Ponte Vedra Beach, Florida. John has a number of designations and licenses including series 7, 63, SIE, and PC. John is a licensed agent in several states including California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Maine, New Jersey, New York, and Oregon. John works with high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and insurance companies. John provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
05/03/2005 - Present
Janney Montgomery Scott LLC (PONTE VEDRA BEACH FL)
NA
11/08/1984 - 11/18/1985
J. F. HARTFIELD & CO., INC.
NA
02/14/1984 - 11/02/1984
KEANE SECURITIES CO., INC.
NA
06/08/1982 - 01/24/1984
ROBERT THOMAS SECURITIES, INC
NA
07/16/1980 - 11/05/1981
THOMSON MCKINNON SECURITIES INC.
NA
12/07/1979 - 07/20/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/04/1977 - 10/20/1978
GEO. B. GIBBONS & CO., INC.
NA
08/11/1977 - 09/25/1977
CHESTER HARRIS & COMPANY, INCORPORATED
NA
05/16/1977 - 07/06/1977
DONALD SHELDON & CO., INC.
NA
06/09/1976 - 12/22/1976
HALCYON SECURITIES, INC.
NA
09/10/1975 - 06/21/1976
BERNARD HEROLD & CO., INC.
NA
10/31/1973 - 07/22/1975
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
08/29/1973 - 11/24/1973
REYNOLDS SECURITIES, INC.
NA
07/07/1972 - 09/23/1973
DOMINICK & DOMINICK, INCORPORATED
NA
03/15/1971 - 07/19/1972
LEGG MASON WOOD WALKER, INCORPORATED
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1987
PC - AMEX Put and Call Exam
BC
Issued 02/06/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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