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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 Robert Bovard is an investment advisor representative for Incline Wealth. John has been in the financial services industry for over 10 years. Prior to joining Incline Wealth, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. John holds Series 7, 63, and 66 licenses and is a Certified Financial Planner. John specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and pension and profit sharing plans. John also serves as a Board Member for GameMaster Athletic, a wholesale distributor of sporting goods equipment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Charitable organizations
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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OH
01/03/2020 - Present
Incline Wealth (CLEVES OH)
OH
11/09/2016 - 01/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
KY
08/26/2011 - 10/19/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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