Unclaimed
John Powers is a financial advisor with Eaton Vance Management. John has been in the industry since January 2019. John has passed the Series 7TO, SIE, and Series 66 exams. John is registered in Massachusetts as a registered representative (RR) and investment advisor representative (IAR). John's firm, Eaton Vance Management, is a large firm with approximately $63 billion in assets under management. Eaton Vance Management provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's main office is located in Boston, Massachusetts.
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.
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.
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.
Percentage of portfolio income
1
2
MA
03/05/2019 - Present
Eaton Vance Management (BOSTON MA)
BOTH
Issued 06/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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