John Van Scholten, financial advisor Eugene OR

John Van Scholten

CRD Number: 453314
Current Firm: Steward Partners Investment Solutions, LLC

John Van Scholten (CRD# 453314) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Eugene, OR and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Global Advisory, LLC Eugene, OR Apr 2021 - Current 1
Steward Partners Investment Solutions, LLC Eugene, OR Jun 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Mar 2003
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John P. Van Scholten
Phone Number: 971-353-7800
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    877
    MILLIONS
  • Total Number of Accounts
    1,814
    ACCOUNTS
  • Average Account Value
    $483,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, DE, FL, HI, ID, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VI, WA, WI

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