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John Stagg Hamblett

Cooke & Bieler, LP

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About John Stagg Hamblett

John Stagg Hamblett is a registered investment advisor representative with Cooke & Bieler, LP. John has been in the industry since 1985 and holds licenses for Series 3, 5, 63 and 65 exams. John has been with Cooke & Bieler, LP since October 2009. Prior to that, John was a registered representative with Foreside Fund Services, LLC, Nuveen Investments, LLC, Starboard Capital Markets, Inc., and CS First Boston Corporation.

Firm Information

John Hamblett is currently registered with Cooke & Bieler, LP. Cooke & Bieler, LP is an investment advisor headquartered in Philadelphia, PA. The firm primarily provides portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses, as well as to state and municipal government entities, charitable organizations, and pension and profit-sharing plans. They manage a total of $11.83 billion in regulatory assets under management. The firm also offers wrap fee programs.
Cooke & Bieler, LP

TWO COMMERCE SQUARE

PHILADELPHIA, PA 19103

$11.83B

Assets Under Management

2

Total Clients

12

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Hamblett’s Registration & Firm History

PA

06/21/2004 - Present

Cooke & Bieler, LP (PHILADELPHIA PA)

PA

07/01/2004 - 06/30/2010

FORESIDE FUND SERVICES, LLC (PHILADELPHIA PA)

IL

12/18/1997 - 02/02/2004

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

PA

03/28/1995 - 10/22/1996

STARBOARD CAPITAL MARKETS, INC. (PHILADELPHIA PA)

NY

06/12/1991 - 03/10/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

NA

01/23/1985 - 01/19/1988

CS FIRST BOSTON CORPORATION

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Licenses & Designations

IA

Issued 10/25/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/1992

Series 3 - National Commodity Futures Examination

BC

Issued 06/11/1991

Series 7 - General Securities Representative Examination

BC

Issued 03/28/1985

Series 5 - Interest Rate Options Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Stagg Hamblett.
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