JF
JF

John Robert Fawcett

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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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 an insurance agent at CPR Financial Group since 2016, spending a few hours per week. He is also a Medicare agent at The Gurney Agency since 2019, dedicating about a quarter of his time.

Employment History
Current Registrations
Cpr Investments INC
February 2016 - Present · 10 yrs
Previous Registrations
First American National Investment Advisors, LLC
March 2015 - February 2016 · 11 mos
Hbw Advisory Services LLC
February 2013 - December 2014 · 1 yr 10 mos
Hbw Advisory Services LLC
May 2010 - December 2012 · 2 yrs 7 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
John Robert Fawcett - Financial Advisor | TrueAdvisor