Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Jameson is a financial advisor with D.a. Davidson & Co., based in Carmel, Indiana. John has been in the financial industry since November 2014. He has worked for several firms over the years, including Brown, Gibbons, Lang & Company Securities, LLC and Rippe & Kingston Capital Advisors, Inc. John holds several licenses and certifications, including Series 63, Series 24, SIE, and Series 79. He is also registered in five states: California, Indiana, Ohio, Oregon, and Utah. John specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
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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2
IN
04/27/2022 - Present
D.a. Davidson & Co. (CARMEL IN)
OH
06/22/2015 - 04/12/2022
BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC (CLEVELAND OH)
OH
09/15/2014 - 04/24/2015
RIPPE & KINGSTON CAPITAL ADVISORS, INC. (CINCINNATI OH)
BC
Issued 09/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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