John C. Chanoski
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 Carl Chanoski, CFP®, who also goes by Jack Carl Chanoski, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1991. John had worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 22, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
November 30, 2021 - December 16, 2023
AVANTAX ADVISORY SERVICES
October 25, 2019 - December 31, 2019
AVANTAX ADVISORY SERVICES
October 25, 2019 - December 16, 2023
AVANTAX INVESTMENT SERVICES, INC.
February 21, 2006 - October 25, 2019
1ST GLOBAL ADVISORS INC
January 20, 1998 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
June 14, 1993 - December 31, 1997
1ST GLOBAL CAPITAL CORP.
September 19, 1991 - May 22, 1992
THE HOUSE OF SECURITIES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 62
Date: 11/22/2002
Corporate Securities Limited Representative ExaminationCurrent Firm
AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
Contact information
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 |
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.
