John Bean, financial advisor Worthington OH
93 score

John Bean

CRD Number: 1053985
Current Firm: Mid Atlantic Financial Management, Inc.

John Bean (CRD# 1053985) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Worthington, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Capital Corporation Worthington, OH May 2015 - Current 2
Mid Atlantic Financial Management, Inc. Pittsburgh, PA May 2015 - Current 2
The Financial Solutions Network, LLC Worthington, OH Jul 2002 - Current 15
Concorde Investment Services Ann Arbor, MI May 2011 - May 2015 4
Concorde Asset Management Troy, MI May 2011 - May 2015 4
Mass Mutual Life Ins Maumee, OH Jun 2007 - May 2011 3
Mml Investors Services Inc. Maumee, OH Jun 2007 - May 2011 3
Concordia University Ann Arbor, MI Oct 2005 - Jul 2008 2
Securian Financial Services, Inc. St Paul, MN Sep 2002 - Jun 2007 4
Minnesota Life Ins Co St Paul, MN Sep 2002 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for John M. Bean
Phone Number: 412-391-7077
Registered State(s):
  • FL
  • KY
  • MD
  • MI
  • MO
  • OH
  • OR
  • VA
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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