John D. Feltman
Professional summary
John Dana Feltman is a registered financial advisor currently at FELTMAN & CO. LLC located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. John has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 24, Series 53 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Dana Feltman's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2024 - Present
FELTMAN & CO. LLC
March 20, 1995 - May 2, 1996
FELTMAN & CO
October 28, 1993 - May 13, 1994
LAFFER, WARREN AND CO., INC.
March 22, 1993 - October 14, 1993
COMMONWEALTH ASSOCIATES
October 9, 1990 - July 14, 1992
J.P. MORGAN SECURITIES LLC
December 22, 1986 - September 28, 1990
WACHOVIA SECURITIES, INC.
August 30, 1982 - November 18, 1986
J.C. BRADFORD & CO.
May 27, 1982 - July 26, 1982
THE ROBINSON-HUMPHREY COMPANY, LLC
November 13, 1981 - June 8, 1982
FELTMAN SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2024)
(9/12/2024)
Exams
Current Firm
FELTMAN & CO. LLC
CRD#: 333088 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,118,871 |
Red Flags
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