Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rowoldt is a financial advisor with Voya Financial Advisors, Inc., with over 10 years of experience in the financial services industry. John has a broad range of experience serving clients including individuals, high-net-worth individuals, businesses, and charitable organizations. John holds licenses including Series 4, 7, 24, 52, 53, 55, and 66. John has been registered in both Connecticut and Illinois. Previous employers include Robinhood Financial, LLC, U.S. BANCORP INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AXA ADVISORS, LLC, and RONIN CAPITAL, LLC. John is a partner in JC2L which is a rental property business owned by John and his spouse. John is committed to providing his clients with personalized financial advice that helps them meet their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
09/28/2023 - Present
Voya Financial Advisors, Inc. (West Des Moines IA)
IL
10/18/2021 - 06/30/2023
ROBINHOOD FINANCIAL, LLC (Chicago IL)
IL
01/22/2019 - 10/01/2021
U.S. BANCORP INVESTMENTS, INC. (ALGONQUIN IL)
IL
12/15/2017 - 01/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
08/19/2016 - 11/29/2016
AXA ADVISORS, LLC (OAK BROOK IL)
IL
04/11/2011 - 05/31/2013
RONIN CAPITAL, LLC (CHICAGO IL)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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