Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lewis Bays is a financial advisor with over 30 years of experience in the industry. John is currently registered with Private Advisor Group, LLC and has been with them since 2020. Before that, John was with LPL Financial, LLC. John provides investment advisory services through Private Advisor Group, an independent investment advisor firm. John is a registered representative of the firm and holds a Series 7 and Series 63. John is also a registered investment advisor representative of the firm and holds a Series 65. John has a strong track record of success in helping his clients reach their financial goals. He is committed to providing personalized financial advice to his clients and helping them make informed investment decisions. John is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
09/09/2020 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
10/25/1996 - 10/04/2007
A. G. EDWARDS & SONS, INC. (MARLTON NJ)
NY
07/31/1993 - 10/31/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
02/14/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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