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John Kennith Bornstein

Advisory Services Network

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About John Kennith Bornstein

John Kennith Bornstein is an investment advisor representative with Advisory Services Network. John has been in the financial services industry since 1994. John is registered with the state of Tennessee. Advisory Services Network, LLC provides a wide range of financial services including financial planning, portfolio management for individuals, and selection of other advisers. Advisory Services Network, LLC manages approximately $6.82 billion in assets.

Firm Information

John Bornstein is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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 Bornstein’s Registration & Firm History

TN

07/02/2012 - Present

Advisory Services Network (BRENTWOOD TN)

TN

07/03/2012 - 05/06/2024

TRIAD ADVISORS LLC (BRENTWOOD TN)

TN

08/15/2003 - 07/05/2012

FSC SECURITIES CORPORATION (BRENTWOOD TN)

GA

05/13/1987 - 08/26/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

NA

07/12/1985 - 05/08/1987

BORNSTEIN EQUITY GROUP, INC.

NA

06/24/1982 - 03/18/1985

FREEMAN INVESTMENTS, INC.

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Licenses & Designations

BOTH

Issued 06/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/1985

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2013

Series 3 - National Commodity Futures Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/12/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/23/1982

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Kennith Bornstein.
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