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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Scarborough is a financial advisor with over 13 years of experience in the industry. John is currently registered with Summit Trail Advisors, LLC, and Summit Trail Securities, LLC, and provides investment advisory services to high-net-worth individuals, families, and institutions. Prior to joining Summit Trail, John worked at Barclays Capital Inc., Goldman, Sachs & Co., and Purshe Kaplan Sterling Investments. John has a broad range of experience in financial planning, portfolio management, and investment research. John is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals. John also serves as a board member for the Ross School Foundation.
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.
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.
Outsourced chief investment officer services / family office services
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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CA
07/27/2015 - Present
Summit Trail Advisors, LLC (SAN FRANCISCO CA)
CA
07/24/2015 - 08/16/2016
PURSHE KAPLAN STERLING INVESTMENTS (San Francisco CA)
CA
04/15/2009 - 08/08/2015
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
NY
07/13/2005 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 08/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 3 - National Commodity Futures Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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