John M. Traver

TRAVER FINANCIAL CONSULTING NETWORK PA

Lakewood Ranch, FL 34202

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CRD#: 1703441

Professional summary

John Micheal Traver, CFP®, who also goes by John Michael Teaver, is a registered financial advisor currently at TRAVER FINANCIAL CONSULTING NETWORK PA located in Lakewood Ranch, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Michael Teaver

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.

TRAVER FINANCIAL CONSULTING NETWORK, INDEPENDENT RIA., 9040 Town Center Parkway, Lakewood Ranch, FL 34202

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Micheal Traver'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

Experience

Current

April 11, 2006 - Present

TRAVER FINANCIAL CONSULTING NETWORK PA

Office #1: 9040 Town Center Parkway, Lakewood Ranch, FL 34202

RIA

CRD#: 139459

Lakewood Ranch, FL

Past

April 10, 2006 - December 31, 2008

TRAVER FINANCIAL CONSULTING NETWORK PA

RIA

CRD#: 139459

BRADENTON, FL

Past

July 15, 2005 - December 23, 2021

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

LAKEWOOD RANCH, FL

Past

July 16, 1999 - July 22, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

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

Florida
(9/14/2010)

IAR

New Jersey
(10/23/2023)

IAR

New York
(10/25/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1999

General Securities Representative Examination

Current Firm

TRAVER FINANCIAL CONSULTING NETWORK PA

TRAVER FINANCIAL CONSULTING NETWORK PA | TRAVER, J. MICHEAL | TRAVER, J. MICHAEL

CRD#: 139459 / SEC#:

Florida

Registered Investment Advisory firm - (9/14/2010 Approved)

New Jersey

Registered Investment Advisory firm - (10/23/2023 Approved)

New York

Registered Investment Advisory firm - (2/16/2012 Approved)

North Carolina

Registered Investment Advisory firm - (3/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9040 Town Center Parkway, Lakewood Ranch, FL 34202

Mailing Address

Phone number

(917) 576-0308

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 88,230,980

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.

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John M. Traver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Micheal Traver's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRAVER FINANCIAL CONSULTING NETWORK PA

TRAVER FINANCIAL CONSULTING NETWORK PA

TRUSTMONT FINANCIAL GROUP, INC.

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/15/1999

Current Firm

TRAVER FINANCIAL CONSULTING NETWORK PA

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRAVER FINANCIAL CONSULTING NETWORK PA

TRUST BUT VERIFY

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