John Shreck (CRD# 6131590) is an Investment Advisor Representative working at Jds Investment Management in Salt Lake City, UT and has over 11 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jds Investment Management Corp | Salt Lake City, UT | Jun 2014 - Current | 9 |
| Jds Financial Management Pc | Salt Lake City, UT | Nov 2013 - Current | 10 |
| Weci LLC | Des Moines, IA | Jan 2011 - Current | 13 |
| Bhjc LP | Des Moines, IA | Jan 2001 - Current | 23 |
| Shreck Family Farms LP | Des Moines, IA | Jan 2000 - Current | 24 |
| Cjs Farms LP | Des Moines, IA | Jan 1982 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- UT
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$567,512
- 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
UT
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.