Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jacob Norton is an investment advisor representative who is registered with the state of Michigan and Pennsylvania. John has been in the industry since December 2006 and has worked at both Curian Clearing, LLC and National Planning Corporation before joining SEI Investments Management Corp. in September 2015. John has also been a 50% owner of a real estate company since 2017. John is a Series 6, 7 and 66 licensed professional and holds the SIE exam.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
MI
09/25/2015 - Present
SEI Investments Management Corp. (ROCKFORD MI)
CO
12/22/2011 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
CO
08/16/2010 - 12/07/2011
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
11/29/2006 - 09/01/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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