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John William Amberg

Bloomwood

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About John William Amberg

John William Amberg is a registered investment advisor representative with Bloomwood Capital Advisors LLC. John has been in the financial services industry for over 8 years and has experience in investment banking and portfolio management. John holds Series 7, 66, and 65 licenses, as well as the SIE exam. John previously worked at Corporate Finance Securities, Inc. and Morgan Stanley. John specializes in financial planning and portfolio management for individuals and businesses. Bloomwood Capital Advisors LLC is a registered investment advisor that specializes in financial planning and portfolio management for individuals and businesses. The firm manages over $14 million in assets.

Firm Information

John Amberg is currently registered with Bloomwood. Bloomwood is an investment advisor with 1 Registered Representative and 1 Investment Adviser Representative. The firm has $14,318,037 in regulatory assets under management. Bloomwood provides financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily works with high-net-worth individuals and pension and profit-sharing plans.

$14.32M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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John Amberg’s Registration & Firm History

GA

10/04/2022 - Present

Bloomwood (ATLANTA GA)

CA

01/16/2019 - 02/02/2024

CORPORATE FINANCE SECURITIES, INC. (LAGUNA HILLS CA)

NC

01/12/2015 - 07/25/2018

MORGAN STANLEY (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Amberg.
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