John MaurerCRD Number: 5118729
Current Firm: Avera Capital Wealth Management
John Maurer (CRD# 5118729) is an Investment Advisor Representative working at Avera Capital Wealth Management in Grand Junction, CO and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Aver Capital Wealth Management, LLC||Grand Junction, CO||Jul 2021 - Current||< 1|
|Equitable Advisors, LLC||New York, NY||Mar 2006 - Jul 2021||15|
|Axa Advisors, LLC||New York, NY||Mar 2006 - Jun 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
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
Total Assets Under Management114MILLIONS
Total Number of Accounts418ACCOUNTS
Average Account Value$272,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, ID, TX, UT
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