John TevnanCRD Number: 6589690
Current Firm: Revolve Wealth Partners, LLC
John Tevnan (CRD# 6589690) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Revolve Wealth Partners||Hackensack, NJ||Sep 2018 - Current||3|
|John Hancock Distributors LLC||Boston, MA||Sep 2016 - Sep 2018||2|
|John Hancock||Boston, MA||Aug 2016 - Sep 2018||2|
|Bryant University||Smithfield, RI||Sep 2012 - Aug 2016||3|
|Barnum Financial Group||Warwick, RI||Jul 2015 - Dec 2015||< 1|
|Aquaknot Pools Inc.||Weymouth, MA||Jun 2012 - Jul 2015||3|
|Boston College High School||Dorchester, MA||Sep 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management631MILLIONS
Total Number of Accounts2,159ACCOUNTS
Average Account Value$292,448
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, FL, NH, NJ, NY, TX
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