JK

John B. Kingery

PEREGRINE ASSET ADVISERS
Bend, OR 97702
Some features on this profile are disabled
CRD#: 1504867
JK

Professional summary


John Bradford Kingery, who also goes by John Bradford Jacobs Kingery, is a registered financial advisor currently at PEREGRINE ASSET ADVISERS, INC. located in Bend, Oregon.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. John has worked at 5 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Bradford Jacobs Kingery

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.

CRS (Client Relationship Summary) - RIA


Click below to view John Bradford Kingery's CRS (Customer Relationship Summary).
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®
None

Experience


Current

July 10, 2023 - Present

PEREGRINE ASSET ADVISERS, INC.

Office #1: 15 Sw Colorado Ave, Suite 4, Bend, OR 97702
RIA
CRD#: 115738
Bend, OR
Past

July 29, 2009 - September 27, 2023

NORTHLINE WEALTH MANAGEMENT LLC

RIA
CRD#: 150422
BEND, OR
Past

March 27, 2003 - June 24, 2003

D.A. DAVIDSON & CO.

BD
CRD#: 199
GREAT FALLS, MT
Past

October 29, 1991 - March 3, 1994

BLACK & COMPANY, INC.

BD
CRD#: 95
Past

September 28, 1990 - May 16, 1991

BLACK & COMPANY, INC.

BD
CRD#: 95
Past

May 21, 1986 - September 21, 1988

JENSEN SECURITIES CO.

BD
CRD#: 13852

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PEREGRINE ASSET ADVISERS, INC.
NORTHLINE WEALTH MANAGEMENT | STRATEGY WEALTH MANAGEMENT, LLC | PEREGRINE CAPITAL MANAGEMENT, INC. | PEREGRINE ASSET ADVISERS, INC.

CRD#: 115738 / SEC#: 801-60608

RIA
Registered Investment Advisory firm - (10/3/2001 Approved)

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
(7/10/2023)
IAR
Colorado
(7/10/2023)
IAR
Oregon
(8/15/2023)
IAR
Texas
(7/10/2023)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PEREGRINE ASSET ADVISERS, INC.
NORTHLINE WEALTH MANAGEMENT | STRATEGY WEALTH MANAGEMENT, LLC | PEREGRINE CAPITAL MANAGEMENT, INC. | PEREGRINE ASSET ADVISERS, INC.

CRD#: 115738 / SEC#: 801-60608

RIA
Registered Investment Advisory firm - (10/3/2001 Approved)
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Contact information


Main Address
9755 Sw Barnes Rd Suite 610, Portland, OR 97225
Mailing Address
Phone number
(503) 459-4651
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)


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

Regulatory assets under management


Total Number of Accounts476
AUM (Assets Under Management)$ 610,995,215

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


PEREGRINE ASSET ADVISERS, INC.

CRD#: 115738Bend, OR 97702

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