John Beatson, financial advisor Washington DC
93 score

John Beatson

CRD Number: 3083596
Current Firm: Marshfield Associates

John Beatson (CRD# 3083596) is an Investment Advisor Representative working at Marshfield Associates in Washington, DC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bushido Capital Partners LLC Washington, DC Feb 2008 - Current 8
Yogi Advisors, LLC Washington, DC Dec 2007 - Current 9
Marshfield Associates Inc. Washington, DC Jan 2007 - Current 9
Marshfield Associates Washington, DC Jan 2005 - May 2009 4
Ferris Baker Watts Inc. Washington, DC Jan 2005 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
Contact Info for John H. Beatson
Phone Number: 202-828-6200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,857
    MILLIONS
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $932,169
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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