John Preston, financial advisor Burley ID
89 score

John Preston

CRD Number: 6222972
Current Firm: Axa Advisors, LLC

John Preston (CRD# 6222972) is an Investment Advisor Representative working at Axa Advisors, LLC in Burley, ID and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Mar 2014 - Current 2
Axa Advisors, LLC Burley, ID Jun 2013 - Mar 2014 < 1
Olive Garden Provo, UT Feb 2010 - Feb 2014 4
Brigham Young University Provo, UT Feb 2010 - Dec 2013 3
Financial Strategies (axa Advisors Office) Burley, ID Apr 2012 - Aug 2012 < 1
Byu Grounds Crew Provo, UT Apr 2010 - Aug 2010 < 1
The Church Of Jesus Christ Of Latter Day Saints Manchester, NH Jan 2008 - Jan 2010 2
Brigham Young University Provo, UT Jun 2007 - Dec 2007 < 1
Jones Construction Burley, ID May 2007 - Jun 2007 < 1
Lake Ag Burley, ID May 2005 - May 2007 2
Burley High School Burley, ID Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for John D. Preston
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • ID
  • WA
  • UT
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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