Invested Better
Unclaimed

Unclaimed

Unclaimed

John Leroy Friday

Cuso Financial Services, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Leroy Friday

John Leroy Friday is a financial advisor with over 25 years of experience in the industry. John is currently registered with Cuso Financial Services, LP in Michigan and Texas. John has held previous registrations with other firms including CCO Investment Services Corp., Charter One Securities, Inc., Locust Street Securities, Inc., and Jackson National Financial Services, Inc. John specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. John also conducts educational seminars and provides selection of other advisors.

Firm Information

John Friday is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Friday’s Registration & Firm History

MI

12/22/2023 - Present

Cuso Financial Services, LP (LIVONIA MI)

MI

12/01/2005 - 04/07/2006

CCO INVESTMENT SERVICES CORP. (WARREN MI)

OH

03/15/1999 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

IA

02/05/1998 - 03/15/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

CA

11/15/1996 - 10/15/1997

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

Not sure if John Leroy Friday is right for you?

Licenses & Designations

BOTH

Issued 12/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Leroy Friday. Review regulatory record here.
Not sure if John Leroy Friday is right for you?