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JD

John W. Deffner

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CRD#: 1072994
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John William Deffner was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 6 firms and has passed the Series 63, Series 7, Series 22, Series 6, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 8, 2006 - June 26, 2014

COMMERCE BROKERAGE SERVICES, INC.

BD
CRD#: 17140
BLOOMINGTON, IL
Past

April 11, 2000 - December 5, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PAXTON, IL
Past

September 25, 1998 - November 17, 1998

MERCANTILE INVESTMENT SERVICES, INC.

BD
CRD#: 19908
ST. LOUIS, MO
Past

April 18, 1997 - September 25, 1998

FFG INVESTMENTS INC.

BD
CRD#: 18320
Past

May 6, 1985 - August 19, 1989

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

November 15, 1982 - April 25, 1985

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/25/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CB
COMMERCE BROKERAGE SERVICES, INC.
COMMERCE BROKERAGE SERVICES, INC | COMMERCE FINANCIAL ADVISORS | COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140 / SEC#: 801-66509, 8-35096

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
8000 Forsyth Blvd Suite 1200 East, Clayton, MO 63105-1707
Mailing Address
8000 Forsyth Blvd Suite 1200, Clayton, MO 63105-1707
Phone number
(314) 746-8593
Established
Missouri since 10/04/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
37

FINRA licenses (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A-APPENDIX 1-WRAP BROCHURE (6/22/2023)

Direct owners and executive officers


NamePositionCRD#
COMMERCE BANKSOLE STOCKHOLDER
CHMELKA, JOHN EMILPRINCIPAL OPERATIONS OFFICER2052962
HARMON, THOMAS DARINPRESIDENT/CHIEF EXECUTIVE OFFICER7787415
MOWER, MATHEW ROBERTSENIOR VICE PRESIDENT3176197
REECE, JOSEPH STEVENVICE PRESIDENT/CHIEF COMPLIANCE OFFICER2227282
ROWE, MARGARETCORPORATE SECRETARY7576973
SIMPSON, TIFFANY LYNNTREASURER/CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER6685507
SWANSON, ERIK ANDREWEXECUTIVE VICE PRESIDENT4170204

Regulatory assets under management


Total Number of Accounts3,570
AUM (Assets Under Management)$ 650,363,405

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

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