JE
JE

John Curtis Eisenbarth

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
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Location

50 Washington Street, Suite 1A, Columbus, IN, 47201

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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 Investment Adviser with Kessler Investment Group, LLC since 2010, dedicating full-time hours. He also works with Gladstone Institutional Advisory under multiple DBAs, spending about half his time during securities trading.

Employment History
Current Registrations
Gladstone Wealth Partners
March 2021 - Present · 4 yrs 11 mos
Kessler Investment Group, LLC
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - January 2011 · 2 yrs
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
Money Concepts Capital CORP
December 1998 - December 2007 · 9 yrs
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.