John Cogswell (CRD# 2674161) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 28 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Baystate Wealth Management | Boston, MA | Jan 2024 - Current | < 1 |
Baystate Wealth Management | Boston, MA | Feb 2010 - Dec 2023 | 13 |
Mml Investors Services, LLC | Boston, MA | Mar 2017 - Nov 2021 | 4 |
Mml Investors Services, LLC | Boston, MA | Mar 2017 - Dec 2017 | < 1 |
Metlife Securities Inc. | Boston, MA | Jan 2015 - Mar 2017 | 2 |
New England Securities | Wakefield, MA | Jul 2009 - Jan 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1995 |
S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- MA
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Total Assets Under Management1,917MILLIONS
-
Total Number of Accounts4,733ACCOUNTS
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Average Account Value$405,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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