John Craten, financial advisor Owings Mills MD
76 score

John Craten

CRD 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 30 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.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2014 - Current 2
Glass Jacobson Owings Mills, MD Jul 2014 - Current 2
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for John G. Craten
Phone Number: 410-356-1000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $296,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, DC, FL, MA, MD, NJ, NY, PA, VA, WV

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BADGES
76

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