John W. English
Professional summary
John William English, who also goes by Jack English, is a registered financial advisor currently at J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC located in Indian Trail, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 3, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John William English's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2011 - Present
J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC
December 31, 2001 - May 6, 2011
AVANTAX ADVISORY SERVICES
June 3, 1999 - May 4, 2011
AVANTAX INVESTMENT SERVICES, INC.
May 14, 1999 - June 11, 1999
VERAVEST INVESTMENTS, INC.
May 6, 1994 - May 15, 1995
MARINER FINANCIAL SERVICES, INC.
October 27, 1983 - October 21, 1986
LPL FINANCIAL LLC
December 14, 1982 - November 10, 1983
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/16/2011)
Exams
Current Firm
J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC
CRD#: 156731 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 4,200,000 |
Red Flags
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