John Stannard, financial advisor Westlake TX

John Stannard

CRD Number: 7839341
Current Firm: Stansberry Asset Management, LLC

John Stannard (CRD# 7839341) is an Investment Advisor Representative working at Stansberry Asset Management, LLC in Westlake, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stansberry Asset Management Dallas, TX Jul 2023 - Current < 1
Stansberry Asset Management San Mateo, CA Jun 2022 - Jul 2023 1
Santa Clara University Santa Clara, CA Sep 2022 - Jun 2023 < 1
Santa Clara University Santa Clara, CA Sep 2021 - Jun 2022 < 1
Enoteca La Storia San Jose, CA Jun 2021 - May 2022 < 1
Santa Clara University Santa Clara, CA Sep 2020 - Jun 2021 < 1
Krause Construction Forrest Hill, MD Jun 2020 - Sep 2020 < 1
Santa Clara University Santa Clara, CA Sep 2019 - Jun 2020 < 1
Harford County Public Schools Bel Air, MD Jun 2019 - Sep 2019 < 1
The John Caroll School Bel Air, MD Aug 2018 - Jun 2019 < 1
Harford County Public Schools Bel Air, MD Jun 2018 - Aug 2018 < 1
The John Carroll School Bel Air, MD Aug 2017 - Jun 2018 < 1
Panera Bread Bel Air, MD Jun 2017 - Aug 2017 < 1
The John Carroll School Bel Air, MD Aug 2016 - Jun 2017 < 1
Unemployed Bel Air, MD Jun 2016 - Aug 2016 < 1
The John Carroll School Bel Air, MD Aug 2015 - Jun 2016 < 1
Unemployed Bel Air, MD Jun 2015 - Aug 2015 < 1
Patterson Mill Middle School Bel Air, MD Aug 2014 - Jun 2015 < 1
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Patterson Mill Middle School Bel Air, MD Nov 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for John Stannard
Phone Number: 646-854-4370
Firm Website: http://stansberryam.com/
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    876
    MILLIONS
  • Total Number of Accounts
    2,636
    ACCOUNTS
  • Average Account Value
    $332,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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