Varun John (CRD# 5357339) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Boston, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Independent Advisors, LLC | St. Louis, MO | Jan 2022 - Current | 2 |
| Stifel, Nicolaus & Company, Incorporated | St. Louis, MO | Dec 2015 - Current | 8 |
| Barclays Capital Inc. | New York, NY | Sep 2014 - Dec 2015 | 1 |
| Ubs Financial Services | Weehawken, NJ | Jul 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- PA
- TX
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Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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