Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
351 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$849.8M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562

Get directions

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.

Learn about disclosures →
Other Business Activities

John owns rental property since 2017 and acts as the landlord. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC
November 2023 - December 2023 · 1 mo
Equitable Advisors, LLCBroker
November 2023 - December 2023 · 1 mo
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
John A. Staton - Financial Advisor | TrueAdvisor