Unclaimed
John Patrick Layton is a financial advisor at Focus Financial. John has been in the industry since 1985 and has a broad range of experience in providing financial planning and investment advisory services to individuals, businesses, and charitable organizations. John has a deep understanding of the investment markets and is committed to helping clients achieve their financial goals. John holds the Series 7, Series 24 and Series 63 licenses as well as the SIE exam. John is also a Certified Financial Planner. John has been registered in 24 states and is currently registered in Minnesota and Texas.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
08/24/2005 - Present
Focus Financial (MINNEAPOLIS MN)
MN
06/19/1985 - 05/31/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/19/1985 - 05/31/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/19/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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