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John Robert Souter

Delta Investment Management, LLC

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About John Robert Souter

John Robert Souter is a financial advisor registered in the state of Illinois with Delta Investment Management, LLC. John Robert Souter has been in the financial industry since 1997. John Robert Souter has been an advisor at Delta Investment Management, LLC since 2024, having previously worked at RMB Capital Management LLC, Rail-Splitter Capital Management, William Blair & Company L.L.C., SG Cowen Securities Corporation and Susquehanna Financial Group, LLLP. Delta Investment Management, LLC is a registered investment advisor in the state of California and has offices in Chicago, Illinois. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $628,859,627 in assets for its clients.

Firm Information

John Souter is currently registered with Delta Investment Management, LLC. Delta Investment Management, LLC is a San Francisco, California-based Registered Investment Advisor that manages over $628 million in assets for over 2,100 clients. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They specialize in working with high-net-worth individuals and individuals other than high-net-worth.
Delta Investment Management, LLC

708 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$628.86M

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Souter’s Registration & Firm History

IL

07/16/2024 - Present

Delta Investment Management, LLC (Chicago IL)

PA

04/17/2003 - 04/05/2004

SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)

NY

05/02/2000 - 04/01/2003

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

IL

08/08/1997 - 05/03/2000

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Robert Souter.
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