JO
JO

John Winthrop Ohl

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

86 Baker Avenue Extension, Suite 310, Concord, MA, 01742

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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 ActivitiesSells Insurance

John is a co-owner of Inlet Group, LLC and Portico Properties, LLC, both involved in real estate rental and property management. He is also an independent insurance agent and has various other business activities, including consulting, managing a thoroughbred breeding operation, and co-founding a search engine optimization company.

Employment History
Current Registrations
Bay Colony Advisors
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Tlg Advisors, INC.
October 2008 - October 2010 · 2 yrs
Ic Advisory Services, INC.
June 2008 - October 2008 · 4 mos
State Registrations3 states
FLMATX
Advisor
Exams
No exam information available for this advisor.
John Winthrop Ohl - Financial Advisor | TrueAdvisor