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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marvin Harper is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. John has been in the financial industry since 2015 and has experience working with various clients, including high-net-worth individuals, corporations, and other investment advisors. John holds Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Prior to joining Kovitz Investment Group Partners, LLC, John worked at Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kovitz Investment Group Partners, LLC, offers a wide range of services, including financial planning, portfolio management, pension consulting, and family office services.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Set rates for specific services, regardless of time or assets managed.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
TX
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Dallas TX)
TX
09/07/2021 - 05/13/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
ID
10/10/2018 - 08/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IDAHO FALLS ID)
AZ
09/04/2015 - 09/24/2018
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
BOTH
Issued 03/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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