Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marc Shubert is a financial professional with over 30 years of experience in the financial services industry. John has held positions at a number of prominent firms, including CBIZ Financial Solutions, Inc., Corporate Benefits Asset Management, Inc., and Lincoln Financial Advisors Corporation. John is currently a registered Investment Advisor Representative with Blue Granite Capital, LLC, based in Orlando, Florida. The firm provides portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
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2
FL
10/26/2018 - Present
Blue Granite Capital, LLC (Orlando FL)
FL
03/20/2001 - 07/03/2018
CBIZ FINANCIAL SOLUTIONS, INC. (MAITLAND FL)
FL
11/24/1998 - 07/07/1999
CORPORATE BENEFITS ASSET MANAGEMENT, INC. (ORLANDO FL)
IN
08/31/1994 - 02/03/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/31/1994 - 02/03/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/28/1994 - 08/15/1994
QUICK & REILLY, INC. (NEW YORK NY)
NA
06/07/1993 - 02/04/1994
NATIONSSECURITIES
MA
04/05/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
03/30/1992 - 02/24/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
GA
01/04/1991 - 03/17/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
02/17/1987 - 03/04/1991
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
NA
06/04/1987 - 01/04/1991
SHUBERT RIZOR SECURITIES, INC.
NA
11/07/1983 - 03/06/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
10/29/1979 - 12/15/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/05/1979 - 11/12/1979
THOMSON MCKINNON SECURITIES INC.
BC
Issued 09/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/01/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/06/1987
Series 4 - Registered Options Principal Examination
BC
Issued 12/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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