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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 Michael Phelps is a financial advisor who has been in the industry since 1989. John has worked for several firms over the years, including Prudential Insurance Company of America, PRUCO Securities Corporation, SunPoint Securities, Inc., Tower Equities, Inc., QA3 Financial Corp., and Purshe Kaplan Sterling Investments. John is currently a registered Investment Advisor Representative for Savant Wealth Management. John Michael Phelps is registered with the state of Massachusetts as an Investment Advisor Representative. The firm manages over $29 billion in assets. Savant Wealth Management serves a wide range of clients, including individuals, families, trusts, foundations, endowments, and corporations. The firm offers a variety of financial planning and investment management 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.
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.
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MA
07/26/2023 - Present
Savant Wealth Management (WELLESLEY MA)
MA
05/08/2008 - 12/10/2010
PURSHE KAPLAN STERLING INVESTMENTS (WELLESLY MA)
MA
05/06/2002 - 05/16/2008
QA3 FINANCIAL CORP. (WELLESLEY MA)
OH
11/19/1999 - 05/03/2002
TOWER EQUITIES, INC. (DAYTON OH)
TX
03/01/1995 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NJ
06/27/1989 - 03/16/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/27/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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