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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 Jahelka is a financial advisor at Avantax Advisory Services with over 20 years of experience in the industry. John Robert Jahelka is licensed to provide financial advice in California, Missouri, South Carolina, and Texas. John Robert Jahelka has a broad range of experience in financial planning and investment management. John Robert Jahelka specializes in working with individuals, corporations, and pension and profit-sharing plans. John Robert Jahelka works with clients to develop and implement personalized financial plans that meet their individual needs and goals. John Robert Jahelka is a dedicated and experienced advisor who is committed to helping clients achieve their financial objectives.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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2
CA
03/26/1999 - Present
Avantax Advisory Services (San Diego CA)
NJ
03/06/1997 - 09/20/1997
SK INTERNATIONAL SECURITIES CORPORATION (MORRISTOWN NJ)
IA
Issued 02/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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