Caitlin John, LLC

Caitlin John, LLC (CRD# 154494) is a financial advisory firm headquartered in Brighton, MI. They manage $111,200,000 in 1,365 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    1,365
    ACCOUNTS
  • Average Account Value
    $81,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, IN, KY, MI, NC, NH, NJ, PA, TN, TX, VA

Financial Advisors at Caitlin John, LLC
Showing 1 - 10 of 16 top financial advisors.
1
John C. Lambert
CRD#: 2399193
1024 East Grand River Ave, Brighton, MI 48116
96
Wealthminder
score

John Lambert (CRD# 2399193) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 24 years of experience in the finance industry. John Lambert 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.

2
Lance D. Cherry
CRD#: 5274747
Murray, KY
93
Wealthminder
score

Lance Cherry (CRD# 5274747) is an Investment Advisor Representative working at Caitlin John, LLC in Murray, KY and has over 10 years of experience in the finance industry.

3
Robert S. Jamison
CRD#: 5793591
253 14th Street Nw, Atlanta, GA 30318
93
Wealthminder
score

Robert Jamison (CRD# 5793591) is an Investment Advisor Representative working at Caitlin John, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

4
Matthew R. Lamarre
CRD#: 5700217
10192 Grand River Road, 114, Brighton, MI 48116
93
Wealthminder
score

Matthew Lamarre (CRD# 5700217) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 7 years of experience in the finance industry.

5
David A. Lekarczyk
CRD#: 1622966
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

David Lekarczyk (CRD# 1622966) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 30 years of experience in the finance industry.

6
Jasnik S. Parmar
CRD#: 6147780
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

Jasnik Parmar (CRD# 6147780) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 5 years of experience in the finance industry.

7
Brenda H. Pollard
CRD#: 6053648
1971 English Tavern Road, Lynchburg, VA 24501
93
Wealthminder
score

Brenda Pollard (CRD# 6053648) is an Investment Advisor Representative working at Caitlin John, LLC in Lynchburg, VA and has over 5 years of experience in the finance industry.

8
Steven M. Roy
CRD#: 4601095
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

Steven Roy (CRD# 4601095) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 15 years of experience in the finance industry.

9
Dawn M. Santoriello
CRD#: 4897536
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

Dawn Santoriello (CRD# 4897536) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 13 years of experience in the finance industry.

10
Branden C. Bosch
CRD#: 6294473
1971 English Tavern Road, Lynchburg, VA 24501
90
Wealthminder
score

Branden Bosch (CRD# 6294473) is an Investment Advisor Representative working at Caitlin John, LLC in Lynchburg, VA and has over 3 years of experience in the finance industry.

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