John Haskins (CRD# 7190940) is an Investment Advisor Representative working at Citizens Securities, Inc. in Northfield, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Columbus, OH | Aug 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Westerville, OH | May 2021 - Aug 2022 | 1 |
| J.p. Morgan Securities LLC | Westerville, OH | May 2021 - Aug 2022 | 1 |
| Dawson | Columbus, OH | Oct 2019 - Apr 2021 | 1 |
| Unemployed | New Albany, OH | Sep 2019 - Sep 2019 | < 1 |
| Unemployed | Canal Winchester, OH | Jan 2019 - Aug 2019 | < 1 |
| A1 Security | Huntington, WV | Sep 2018 - Dec 2018 | < 1 |
| Unemployed | Kitts Hill, OH | Jun 2018 - Aug 2018 | < 1 |
| Ohio Wesleyan University | Delaware, OH | Aug 2014 - May 2018 | 3 |
| Kroger | Delaware, OH | May 2016 - Jul 2016 | < 1 |
| Unemployed | Kitts Hill, OH | May 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OH
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.