John CratenCRD Number: 1070050
Current Firm: Glass Jacobson Financial Group
John Craten (CRD# 1070050) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 31 years of experience in the finance industry. John Craten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blue Ocean Global Wealth
Commonwealth Financial Network
Planning Solutions Group, LLC
|Triad Advisors, Inc.||Norcross, GA||Aug 2014 - Current||3|
|Glass Jacobson||Owings Mills, MD||Jul 2014 - Current||3|
|Pnc Bank||Baltimore, MD||Mar 2012 - May 2014||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Feb 2010 - Aug 2012||2|
|Suntrust Bank||Baltimore, MD||Feb 2004 - Mar 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management401MILLIONS
Total Number of Accounts1,081ACCOUNTS
Average Account Value$371,355
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Educational seminars/workshops
CA, DC, FL, MA, MD, NJ, NY, PA, VA, WV
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