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JT

John C. Tumazos

JOHN C. TUMAZOS
Titusville, FL
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CRD#: 1006738
JT

Professional summary


John Charles Tumazos, who also goes by John Charles Tumazos, is a registered financial advisor currently at JOHN C. TUMAZOS located in Titusville, Florida and JOHN TUMAZOS ADVISORY AND COMPENSATED RESEARCH, LLC located in Titusville, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 7 firms and has passed the Series 63, Series 87, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Charles Tumazos

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Charles Tumazos's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 28, 2007 - Present

JOHN C. TUMAZOS

RIA
CRD#: 144842
Titusville, FL
Current

June 17, 2015 - Present

JOHN TUMAZOS ADVISORY AND COMPENSATED RESEARCH, LLC

RIA
CRD#: 157606
Titusville, FL
Past

December 20, 2001 - June 26, 2007

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 7, 2000 - August 23, 2001

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NASHVILLE, TN
Past

October 1, 1997 - December 7, 2000

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
NEW YORK, NY
Past

May 31, 1988 - December 20, 1996

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

December 17, 1983 - May 25, 1988

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/9/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/30/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/29/1996
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


JC
JOHN C. TUMAZOS
JOHN C. TUMAZOS | JOHN TUMAZOS VERY INDEPENDENT RESEARCH, LLC

CRD#: 144842 / SEC#:

Florida
Registered Investment Advisory firm - (9/9/2022 Approved)
New Jersey
Registered Investment Advisory firm - (10/31/2022 Terminated)
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Contact information


Main Address
Titusville, FL
Mailing Address
Phone number
(732) 740-3574
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 5,000,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JOHN C. TUMAZOS

CRD#: 144842Titusville, FL

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