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JB

John David Blank

CRD# 1501010·Registered 1986 - 2012
Previously Registered: Being a previously registered professional could mean that John 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.

Professional Summary

John David Blank, who also goes by Jack Blank, was a registered financial advisor. John was a previously registered financial advisor and started their career in finance 1986 - 2012. John had worked at 14 firms and has passed the Series 65, Series 63, Series 7 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Blank

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

NORTHWEST ADVISORS, INC.·CRD# 154032
RIA
Erie, PA
November 1, 2011 - October 18, 2012
OBS FINANCIAL·CRD# 138615
RIA
Concord, CA
November 24, 2010 - January 20, 2011
OBS BROKERAGE SERVICES, INC.·CRD# 104281
BD
Whitehouse, OH
November 23, 2010 - October 19, 2012
ECM SECURITIES CORP.·CRD# 118356
BD
Erie, PA
March 23, 2010 - May 18, 2010
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.·CRD# 10194
BD
Jackson, MS
December 12, 2000 - June 20, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Milwaukee, WI
September 29, 2000 - November 2, 2000
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
May 4, 1999 - November 15, 1999
LEGACY FINANCIAL SERVICES, INC.·CRD# 38697
BD
Petaluma, CA
January 13, 1999 - March 2, 1999
WALL STREET FINANCIAL GROUP, INC.·CRD# 35830
BD
Victor, NY
December 3, 1998 - January 5, 1999
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
October 1, 1997 - June 10, 1998
FUNDS DISTRIBUTOR, LLC·CRD# 7174
BD
Portland, ME
July 9, 1996 - September 15, 1997
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
February 1, 1995 - May 30, 1995
KEYPORT FINANCIAL SERVICES CORP.·CRD# 8127
BD
Wellesley Hills, MA
February 10, 1992 - February 2, 1993
SENTRA SECURITIES CORPORATION·CRD# 10249
BD
Phoenix, AZ
January 5, 1989 - June 13, 1991
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
June 25, 1986 - October 24, 1988

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Current Firm

NA
NORTHWEST ADVISORS, INC.

JAMESTOWN SAVINGS BANK | NORTHWEST FINANCIAL SERVICES | NORTHWEST ADVISORS, INC.

CRD#: 154032 / SEC#: 801-78838

Contact Information

Main Address

100 Liberty Street, Warren, PA 16365

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1993About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jun 1986About the Series 7 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 2001About the Series 26 exam

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CRS (Client Relationship Summary)

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

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