John J. Gardner

BLACKHAWK WEALTH ADVISORS

Danville, CA 94506

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CRD#: 1306496

Professional summary

John Joseph Gardner, CFP® is a registered financial advisor currently at BLACKHAWK WEALTH ADVISORS located in Danville, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 4 firms and has passed the Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view John Joseph Gardner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

April 26, 2011 - Present

BLACKHAWK WEALTH ADVISORS

Office #1: 3860 Blackhawk Rd Ste. 160, Danville, CA 94506

RIA

CRD#: 132251

Danville, CA

Past

January 12, 2010 - December 31, 2010

BLACKHAWK WEALTH ADVISORS

RIA

CRD#: 132251

ALAMO, CA

Past

August 21, 2007 - June 26, 2014

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

RIA

CRD#: 140861

DANVILLE, CA

Past

January 1, 2005 - December 31, 2005

BLACKHAWK WEALTH ADVISORS

RIA

CRD#: 132251

DANVILLE, CA

Past

September 8, 1993 - July 25, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 30, 1984 - October 12, 1993

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/26/2011)

IAR

Texas
(7/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/29/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/24/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/20/1984

General Securities Representative Examination

Current Firm

BLACKHAWK WEALTH ADVISORS

BLACKHAWK ASSET MANAGEMENT | EQUITY RESEARCH & PORTFOLIO EVALUATION, INC. | BLACKHAWK WEALTH ADVISORS

CRD#: 132251 / SEC#:

California

Registered Investment Advisory firm - (1/1/2005 Approved)

Texas

Registered Investment Advisory firm - (7/17/2017 Conditional Restricted)

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Contact information

Main Address

3860 Blackhawk Rd Ste. 160, Danville, CA 94506

Mailing Address

Phone number

(888) 985-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 60,600,000

Red Flags

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

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John J. Gardner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Gardner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKHAWK WEALTH ADVISORS

BLACKHAWK WEALTH ADVISORS

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

BLACKHAWK WEALTH ADVISORS

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/29/1984

Series 31

Date: 7/24/1997

Series 7

Date: 10/20/1984

Current Firm

BLACKHAWK WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACKHAWK WEALTH ADVISORS

TRUST BUT VERIFY

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