JR
John H. Repass
BROOKSTONE WEALTH ADVISORS
BERLIN, MD 21811
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CRD#: 1565887
JR
Professional summary
John Henry Repass JR, who also goes by Matt Repass, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Berlin, Maryland.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. John has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Repass
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.
(1) KEY ADVISORS GROUP OF MARYLAND, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; AGENT; STARTED 03/2015; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT TO SELL FIXED INSURANCE AND ANNUITY PRODUCTS.
(2) KEY FINANCIAL SERVICES; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; AGENT; STARTED 04/2018; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND.
(3) ATLANTIC GENERAL HOSPITAL INVESTMENT BOARD; NON INVESTMENT RELATED; 9733 HEALTHWAY DRIVE, BERLIN, MD 21811; INVESTMENT HOLDING BOARD OF DIRECTORS; BOARD MEMBER; STARTED 01/2015; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF INVESTMENT BOARD FOR HOSPITAL TO DISCUSS AND VOTE ON INVESTMENT HOLDINGS.
(4) ST. MARY'S STAR OF THE SEA HOLY SAVIOR CHURCH; NON INVESTMENT RELATED; 1705 PHILADELPHIA AVENUE; FINANCIAL BOARD OF DIRECTORS; BOARD MEMBER; STARTED 11/2016; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF INVESTMENT BOARD FOR CHURCH TO HELP OVERSEE CHURCH FINANCES.
(5) RIRE LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; PARTNER; STARTED 05/2017; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT TO SELL FIXED LIFE AND ANNUITY PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view John Henry Repass JR'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®
NoneExperience
Current
August 29, 2018 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 9928 Old Ocean City Blvd. Suite 2, Berlin, MD 21811RIA
CRD#: 137658
BERLIN, MD
Past
July 16, 2015 - August 16, 2018
EQUITY SERVICES, INC.
BD
CRD#: 265
BERLIN, MD
Past
March 23, 2015 - August 16, 2018
EQUITY SERVICES, INC.
RIA
CRD#: 265
BERLIN, MD
Past
April 26, 2007 - March 16, 2015
PKS INVESTMENT ADVISORS LLC
RIA
CRD#: 110147
SALISBURY, MD
Past
May 26, 2005 - September 5, 2006
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
POOLESVILLE, MD
Past
May 20, 2005 - September 5, 2006
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
POOLESVILLE, MD
Past
July 22, 2004 - March 7, 2005
M&T SECURITIES, INC.
BD
CRD#: 17358
BALTIMORE, MD
Past
July 13, 2004 - March 7, 2005
M&T SECURITIES, INC.
RIA
CRD#: 17358
CHEEKTOWAGA, NY
Past
February 21, 2002 - October 15, 2003
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
POOLESVILLE, MD
Past
June 13, 1996 - October 2, 2003
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
BOCA RATON, FL
Past
August 26, 1994 - June 7, 1996
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Past
October 2, 1986 - September 14, 1994
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 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
Delaware(10/25/2021)
IAR
Maryland(8/29/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
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.
