John Ferrick
John Ferrick is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
Get directionsHistory
Regulatory History (6)
Judgment / Lien
February 2024Judgment / Lien
February 2024Judgment / Lien
January 2021Judgment / Lien
October 2020Judgment / Lien
August 2020Customer Dispute
April 2019Other Business ActivitiesSells Insurance
John is a board member for Escape Therapeutics, a trustee for two trusts whose sole purpose is to own life insurance policies, and a managing member for several real estate development and acquisition companies. He dedicates minimal time to these activities.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Previous Registrations
Great Point Advisors, LLC
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Roth Capital Partners, LLCBroker
Roth Capital Partners, LLC
Advanced Equities, INC.
Advanced Equities, INC.Broker
E*trade Capital Markets LLCBroker
Harrison Trading Group, LLCBroker
Dempsey & Company, L.L.C.Broker
Melvin Specialists, L.L.C.Broker
Blue Chip Trading L.L.C.Broker
Melvin Securities, L.L.C.Broker
Tradetech Securities L.P.Broker
Dempsey & CompanyBroker
State Registrations16 states
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.