Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

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Location

20 Church Avenue, Suite 100, Roanoke, VA, 24011

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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 49% owner of LiveFree LLC, which owns the Pure Barre franchise in Roanoke, VA.

Employment History
Current Registrations
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2015 - July 2021 · 5 yrs 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
John Samuel Hartman - Financial Advisor | TrueAdvisor