John UnderhillCRD Number: 6253020
Current Firm: Edward Jones
John Underhill (CRD# 6253020) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Edward Jones||St Louis, MO||Oct 2013 - Current||3|
|Starbucks||Golden, CO||May 2010 - Sep 2013||3|
|Specialty Sports Venture||Keystone, CO||Aug 2009 - Apr 2010||< 1|
|Eco-driven Transportation||Lowell, MA||Jun 2008 - Jul 2009||1|
|Specialty Sports Venture||Keystone, CO||Sep 2006 - May 2008||1|
|First Bank||Silverthorne, CO||Jul 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- Selection of other advisers (including private fund managers)
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