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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fremont Weeks III is a financial advisor with The Colony Group, LLC. John is a registered Investment Advisor in New Hampshire, and has a Series 65, Series 63, and Series 7 licenses. John has been in the financial industry since 2002, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and Quick & Reilly, Inc. John has specialized in providing financial services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. John and The Colony Group, LLC offer financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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
MA
11/28/2019 - Present
THE Colony Group, LLC (BOSTON MA)
NH
10/23/2009 - 04/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NH
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NY
04/04/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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