JF
JF

John Bocking Fitch

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
800 clients
Average Client Portfolio
$219K average
Assets Under Management
$175.0M

Fee Structure

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Location

6901 Shawnee Mission Pkwy, suite 200, overland park, KS, 66202

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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 works as an independent contractor in insurance sales since 2017.

Employment History
Current Registrations
Cornerstone Securities LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Larson Financial Group, LLC
January 2015 - January 2017 · 2 yrs
Larson Financial Securities, LLCBroker
January 2015 - January 2017 · 2 yrs
Client One Securities LLCBroker
November 2014 - December 2014 · 1 mo
Client One Securities LLC
November 2014 - December 2014 · 1 mo
Ecusa, LLC
April 2012 - October 2012 · 6 mos
Capital Investment Management, INC
August 2011 - October 2014 · 3 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 2011 - December 2012 · 1 yr 7 mos
Securities America, INC.Broker
March 2011 - May 2011 · 2 mos
TD Ameritrade, INC.Broker
January 2007 - February 2010 · 3 yrs 1 mo
TD Ameritrade, INC.
January 2007 - February 2010 · 3 yrs 1 mo
Amerivest Investment Management, LLC
January 2007 - February 2010 · 3 yrs 1 mo
Kcd Financial, INC.Broker
June 2006 - November 2006 · 5 mos
CUNA Brokerage Services, INC.
August 2004 - April 2006 · 1 yr 8 mos
CUNA Brokerage Services, INC.Broker
August 2004 - April 2006 · 1 yr 8 mos
American Express Financial Advisors, INC.
June 2003 - April 2004 · 10 mos
Ids Life Insurance CompanyBroker
June 2003 - April 2004 · 10 mos
American Express Financial Advisors INC.Broker
June 2003 - April 2004 · 10 mos
State Registrations4 states
ILKSMOTX
Advisor
Exams
No exam information available for this advisor.