Jhon KhanCRD Number: 7615472
Current Firm: Efficient Advisors
Jhon Khan (CRD# 7615472) is an Investment Advisor Representative working at Efficient Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.
Truly Prosper Financial Planning LLC
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Efficient Advisors||Cincinnati, OH||Aug 2020 - Current||3|
|Pcs Retirement, LLC||Philadelphia, PA||Oct 2018 - Aug 2020||1|
|Dunkin' Donuts||Charlotte, NC||Apr 2010 - Oct 2018||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2022|
Total Assets Under Management1,870MILLIONS
Total Number of Accounts12,950ACCOUNTS
Average Account Value$144,419
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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