John Gardner, financial advisor Danville CA

John Gardner

CRD Number: 1306496
Current Firm: Blackhawk Wealth Advisors

John Gardner (CRD# 1306496) is an Investment Advisor Representative working at Blackhawk Wealth Advisors in Danville, CA and has over 39 years of experience in the finance industry. John Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Equity Research & Portfolio Evaluation, Inc. Danville, CA Aug 2001 - Current 22
Valentine Capital Asset Management, Inc. San Ramon, CA Jul 2001 - Jun 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John J. Gardner
Phone Number: 888-985-7526
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $633,358
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, TX

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