John C. Endriss

CRESCENT WEALTH ADVISORY

ATLANTA, GA 30339

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CRD#: 1563198

Professional summary

John Christian Endriss, CFP®, ChFC®, CLU® is a registered financial advisor currently at CRESCENT WEALTH ADVISORY, LLC located in Atlanta, Georgia and M HOLDINGS SECURITIES, INC. located in Atlanta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

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.

I am a licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christian Endriss'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: 2000

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

March 21, 2024 - Present

CRESCENT WEALTH ADVISORY, LLC

Office #1: 200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339

RIA

CRD#: 151156

ATLANTA, GA

Current

March 19, 2025 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 200 Galleria Parkway Suite 1880, Atlanta, GA 30339

RIA

CRD#: 43285

Atlanta, GA

Past

February 16, 2024 - March 26, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

ATLANTA, GA

Past

May 6, 2005 - January 29, 2024

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

ATLANTA, GA

Past

May 3, 2005 - January 29, 2024

M HOLDINGS SECURITIES, INC.

CRD#: 43285

ATLANTA, GA

Past

July 21, 2004 - April 5, 2005

UNDERWRITERS EQUITY CORPORATION

CRD#: 36537

HARRISBURG, PA

Past

March 19, 2001 - May 8, 2003

DEMPSEY FINANCIAL NETWORK, INC.

CRD#: 38330

ATLANTA, GA

Past

November 7, 1994 - March 15, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

November 24, 1987 - October 19, 1994

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Georgia
(3/21/2024)

Georgia
(3/19/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/2/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/20/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/12/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC | CRESCENT WEALTH CAPITAL MANAGEMENT, LLC

CRD#: 151156 / SEC#:

Georgia

Registered Investment Advisory firm - (3/9/2015 Approved)

Louisiana

Registered Investment Advisory firm - (9/18/2023 Approved)

Tennessee

Registered Investment Advisory firm - (6/21/2023 Approved)

Texas

Registered Investment Advisory firm - (4/28/2022 Conditional Restricted)

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Contact information

Main Address

200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339

Mailing Address

Phone number

(770) 431-1260

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 87,459,571

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

John C. Endriss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christian Endriss's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

LION STREET FINANCIAL, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

UNDERWRITERS EQUITY CORPORATION

DEMPSEY FINANCIAL NETWORK, INC.

NEW ENGLAND SECURITIES

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/1999

Series 63

Date: 10/18/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/26/2000

Series 6

Date: 11/20/1987

Series 24

Date: 9/12/2002

FINRA

Current Firm

CRESCENT WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRESCENT WEALTH ADVISORY, LLC

TRUST BUT VERIFY

Contact information

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