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JR

John D. Rieser

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CRD#: 1226659
JR

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 David Rieser JR, who also goes by John David Jr Rieser, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John David Jr Rieser

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

February 14, 2011 - June 14, 2017

COMMERCE BROKERAGE SERVICES, INC.

BD
CRD#: 17140
ST LOUIS, MO
Past

April 27, 2004 - September 1, 2006

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
ST. LOUIS, MO
Past

August 28, 1991 - March 22, 1994

THE HEITNER CORPORATION

BD
CRD#: 2162
Past

June 4, 1986 - September 12, 1989

THE HEITNER CORPORATION

BD
CRD#: 2162
Past

December 5, 1985 - June 11, 1986

I.M. SIMON & CO., INC.

BD
CRD#: 418
Past

February 22, 1984 - June 19, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 2/14/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product 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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