John Bach, financial advisor Springboro OH
71 score

John Bach

CRD Number: 5436710
Current Firm: Raymond James Financial Services Advisors, Inc.

John Bach (CRD# 5436710) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springboro, OH and has over 8 years of experience in the finance industry. John Bach 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
Station 1919, LLC Springboro, OH Apr 2016 - Current < 1
Midwestern Wealth Management Springboro, OH Mar 2016 - Current < 1
Raymond James Financial Services, Inc. Springboro, OH Oct 2015 - Current 1
Raymond James Financial Services Advisors Inc. Springboro, OH Oct 2015 - Current 1
Boilermaker Wealth Management LLC Springboro, OH Sep 2015 - Current 1
Raymond James & Associates, Inc. Miamisburg, OH Feb 2013 - Oct 2015 2
Morgan Keegan And Company Inc. Dayton, OH Mar 2012 - Feb 2013 < 1
Morgan Stanley Smith Barney Dayton, OH Oct 2009 - Mar 2012 2
Creative Financial Designs, Inc. Kokomo, IN Jul 2008 - Mar 2012 3
Cfd Investments, Inc. Kokomo, IN Jul 2008 - Oct 2009 1
Beech Grove Police Department Beech Grove, IN Aug 2005 - Oct 2009 4
Various Insurance Carriers For W&r Insurance Agencies Beech Grove, IN Feb 2008 - Jul 2008 < 1
Waddell & Reed, Inc. Indianapolis, IN Oct 2007 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
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:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John W. Bach
Phone Number: 727-567-5877
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
71

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