JP
JP

John Power

31 Years of Experience
Broker

John Power is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6,039 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

Investment management only (planning not offered)

EIC's management fees range from 0.30% to 1% per year of the assets they manage. These fees are negotiable. The fees are billed quarterly in advance. If you terminate your account, any unearned fees will be refunded, and any earned, unpaid fees will be due. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged by EIC since a management fee is already included in the Fund.

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Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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 the Director of Sales and Distribution at Equity Investment Corporation, managing internal and external sales and marketing efforts. This activity takes nearly full-time, with more time spent during trading hours.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 9 yrs 6 mos
Foreside Funds Distributors LLCBroker
October 2013 - Present · 12 yrs 6 mos
Previous Registrations
Jfb Holdings CORP
November 2013 - October 2017 · 3 yrs 11 mos
Invesco Advisers, INC.
January 2010 - June 2013 · 3 yrs 5 mos
Invesco Aim Private Asset Management, INC.
February 2006 - January 2010 · 3 yrs 11 mos
Invesco Distributors, INC.Broker
January 2006 - June 2013 · 7 yrs 5 mos
At Investor Services, INC.Broker
July 2005 - January 2006 · 6 mos
Amvescap Services, INC.Broker
July 1999 - July 2005 · 6 yrs
Invesco Distributors, INC.Broker
November 1997 - December 1997 · 1 mo
Invesco Services, INC.Broker
May 1996 - September 1997 · 1 yr 4 mos
Lpm Investment Services, INCBroker
October 1993 - March 1996 · 2 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
January 1988 - May 1989 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Power - Financial Advisor | TrueAdvisor