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John Howard Bair

Ascend Wealth Advisors, LLC

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About John Howard Bair

John Howard Bair is an investment advisor representative with Ascend Wealth Advisors, LLC. John has been in the industry since 1989. John is registered with the state of Ohio and Texas. John's firm, Ascend Wealth Advisors, LLC, provides financial planning services to individuals, businesses, and charitable organizations. The firm also offers investment management services, including portfolio management for individuals.

Firm Information

John Bair is currently registered with Ascend Wealth Advisors, LLC. Ascend Wealth Advisors, LLC is an investment advisor that provides portfolio management for individuals. The firm manages approximately $28.63 million in assets for 76 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

$28.63M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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John Bair’s Registration & Firm History

OH

03/26/2013 - Present

Ascend Wealth Advisors, LLC (BROADVIEW HEIGHTS OH)

OH

10/10/2002 - 04/01/2013

SKA SECURITIES, INC. (FAIRVIEW PARK OH)

OH

07/28/1999 - 10/10/2002

OAKWOOD SECURITIES, INC. (MEDINA OH)

OH

04/04/1994 - 07/28/1999

PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)

NJ

05/08/1990 - 03/31/1994

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NA

06/21/1989 - 05/14/1990

ROYCE PARK INVESTMENTS, INC.

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Licenses & Designations

IA

Issued 05/12/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/1989

Series 4 - Registered Options Principal Examination

BC

Issued 07/31/1989

Series 24 - General Securities Principal Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Howard Bair.
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