JB
JB

John Philip Bankovitch

23 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

601 Montgomery Street, Suite 315, San Francisco, CA, 94111

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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 an Investment Advisor Representative (IAR) with RB Capital Management since January 2025, dedicating a few hours per week. He also operates under Portsmouth Financial Services and The Bankovitch Team.

Employment History
Current Registrations
Rb Capital Management, LLC
December 2024 - Present · 1 yr 2 mos
Arete Wealth Management, LLCBroker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Portsmouth Financial ServicesBroker
July 2011 - December 2024 · 13 yrs 5 mos
Portsmouth Financial Services, INC.
July 2011 - December 2024 · 13 yrs 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
UBS Financial Services INC.
June 2006 - July 2007 · 1 yr 1 mo
UBS Financial Services INC.Broker
September 2005 - July 2007 · 1 yr 10 mos
Sloan Securities CORP.Broker
January 2005 - June 2005 · 5 mos
Gunnallen Financial, INCBroker
September 2003 - February 2005 · 1 yr 5 mos
Portsmouth Financial ServicesBroker
November 2001 - October 2003 · 1 yr 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.