John Beraud (CRD# 7814240) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has 1 year of experience in the finance industry.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services | Fort Worth, TX | Jan 2024 - Current | < 1 |
First Command Insurance Services | Fort Worth, TX | Jan 2024 - Current | < 1 |
First Command Advisory Services | Fort Worth, TX | Jan 2024 - Current | < 1 |
Ursa Domain Apparel | Hubert, NC | Nov 2022 - Current | 1 |
First Command Brokerage Services | Fort Worth, TX | Sep 2023 - Jan 2024 | < 1 |
Unemployed | Hubert, NC | Dec 2021 - Aug 2023 | 1 |
Walden University | Minneapolis, MN | Nov 2015 - Nov 2021 | 6 |
Unemployed | Hubert, NC | Apr 2015 - Oct 2015 | < 1 |
Usmc | Jacksonville, NC | Nov 1988 - Mar 2015 | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
S63 | Uniform Securities State Law Examination | Nov 2023 |
- NC
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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