John Bartlett, financial advisor Totowa NJ

John Bartlett

CRD Number: 5973991
Current Firm: Cfs Investment Advisory Services LLC
Compensation Model: Both

John Bartlett (CRD# 5973991) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has 6 years of experience in the finance industry. John Bartlett 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Cfs Investment Advisory Services, LLC Totowa, NJ Aug 2017 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Jun 2012 - Dec 2017 5
Cfs Investment Advisory Services, LLC Totowa, NJ Sep 2012 - Aug 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for John J. Bartlett
By the Numbers
  • Total Assets Under Management
    2,087
    MILLIONS
  • Total Number of Accounts
    3,323
    ACCOUNTS
  • Average Account Value
    $628,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Firm Disclaimer:

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, CT, FL, MA, MI, MN, NJ, NY, PA, DC. Investment Advisor Representative, CFS Investment Advisory Services LLC, a Registered Investment Advisor. Cambridge and CFS Investment Advisory Services LLC are not affiliated.

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