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JE

John F. Eby

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CRD#: 1234452
JE

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 Francis Eby JR, who also goes by John Francis Eby Jr., John Francis Eby, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Francis Eby Jr. | John Francis Eby

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 7, 2011 - December 31, 2014

PORTSMOUTH FINANCIAL SERVICES

BD
CRD#: 13980
SAN FRANCISCO, CA
Past

February 17, 2009 - December 3, 2009

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
NEVADA CITY, CA
Past

February 9, 2009 - December 3, 2009

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

April 24, 2006 - February 6, 2009

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 131563
NEVADA CITY, CA
Past

March 22, 2006 - February 13, 2007

GREENBOOK SECURITIES, INC.

BD
CRD#: 121447
SAN FRANCISCO, CA
Past

June 20, 2001 - October 2, 2001

ROBERT VAN SECURITIES, INC.

BD
CRD#: 29581
OAKLAND, CA
Past

September 29, 1995 - May 24, 2001

PACIFIC GENESIS GROUP, INC.

BD
CRD#: 37429
ALAMEDA, CA
Past

December 12, 1985 - September 29, 1995

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

July 26, 1984 - November 12, 1985

MUNICICORP OF CALIFORNIA

BD
CRD#: 7184

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
IAR
Series 65
Date: 4/22/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PORTSMOUTH FINANCIAL SERVICES
PORTSMOUTH FINANCIAL SERVICES | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC.

CRD#: 13980 / SEC#: , 8-30097

BD
Terminated by SEC on 02/18/2025
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Contact information


Main Address
601 Montgomery Street Suite 1950, San Francisco, CA 94111
Mailing Address
Phone number
(415) 543-8500
Established
California since 07/06/1983
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
5

FINRA licenses (2 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CHIEN, ECHO CHIAPINGCHIEF EXECUTIVE OFFICER2750051
LENT, RAYMOND LAWRENCECHAIRMAN OF THE BOARD817645
DUHAN, ELIOT DANIELCCO4705354

Regulatory assets under management


Total Number of Accounts31
AUM (Assets Under Management)$ 3,671,748

Disclosures


Regulatory Event4

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


PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

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