JB
JB

John Robert Brem

34 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K
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Location

4800 Bee Caves Road, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a registered representative with B.B. Graham & Company, Inc., a broker-dealer, dedicating about 10-20% of his time. He also works as an investment advisor representative for Per Stirling Capital Management, LLC, spending nearly full-time hours providing investment management services.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
July 2016 - Present · 9 yrs 7 mos
Per Stirling Capital Management, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - June 2016 · 17 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - June 2016 · 17 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
April 1993 - December 1998 · 5 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 1993 - January 1999 · 5 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
August 1984 - January 1986 · 1 yr 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Robert Brem - Financial Advisor | TrueAdvisor