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John E. Sholl

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CRD#: 1583159
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Professional summary


Being a previously registered professional could mean that this person 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.

John Ellsworth Sholl III, who also goes by III Jack Sholl, John Ellsworth Sholl, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1986. John had worked at 12 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Iii Jack Sholl | John Ellsworth Sholl

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)


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

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


Past

May 12, 2016 - July 9, 2021

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
BOSTON, MA
Past

January 6, 2009 - May 12, 2016

PYRAMIS DISTRIBUTORS CORPORATION LLC

BD
CRD#: 146430
SMITHFIELD, RI
Past

August 14, 2007 - February 2, 2009

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SAN FRANCISCO, CA
Past

September 28, 2006 - June 8, 2007

MELLON FUNDS DISTRIBUTOR, L.P.

BD
CRD#: 39414
SAN FRANCISCO, CA
Past

February 10, 2005 - October 2, 2006

MBSC, LLC

BD
CRD#: 42430
NEW YORK, NY
Past

June 3, 2004 - July 26, 2004

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

April 19, 2004 - May 27, 2004

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
NEW YORK, NY
Past

July 15, 2002 - April 16, 2004

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

May 11, 1999 - April 20, 2001

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 9, 1998 - June 9, 1999

PACIFIC GROWTH EQUITIES, LLC

BD
CRD#: 24835
SAN FRANCISCO, CA
Past

March 26, 1993 - February 13, 1998

VOLPE BROWN WHELAN & COMPANY, LLC

BD
CRD#: 18329
SAN FRANCISCO, CA
Past

November 29, 1991 - November 20, 1992

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

December 1, 1986 - December 20, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/22/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/15/1986
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


FD
FIDELITY DISTRIBUTORS COMPANY LLC
FIDELITY DISTRIBUTORS COMPANY LLC | INSTITUTIONAL COMPANY, INC. | FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. | FIDELITY INSTITUTIONAL RETIREMENT SERVICES COMPANY

CRD#: 17507 / SEC#: , 8-35097

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
900 Salem Street, Smithfield, RI 02917
Mailing Address
Two Destiny Way Mail Zone Wg3d, Westlake, TX 76262
Phone number
(800) 237-8132
Established
Delaware since 01/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.STOCKHOLDER
ACKERMAN, CHARLES ALLANDIRECTOR2168517
ADAMS, ROBERTCOO1291582
GUSTAFSON, DALTONPRESIDENT/DIRECTOR2439305
HAGGERTY, MARK AEXECUTIVE VICE PRESIDENT/DIRECTOR4347837
KAVANAUGH, NATALIE ANNCHIEF LEGAL OFFICER
MCGINTY, JOHN JR.CHIEF COMPLIANCE OFFICER5560420
RHODES, NOAH BUTLERCHIEF FINANCIAL OFFICER6546392

Disclosures


Regulatory Event3
Arbitration17

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


FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

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