John A. Skintges
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 Aaron Skintges was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1991. John had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 27, 2022 - September 11, 2025
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
December 14, 2021 - September 11, 2025
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
December 14, 2021 - May 27, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 3, 2009 - October 30, 2009
CITIGROUP GLOBAL MARKETS INC.
June 1, 2009 - January 4, 2022
MORGAN STANLEY
June 1, 2009 - January 4, 2022
MORGAN STANLEY
February 21, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
February 21, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
March 27, 2000 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
March 1, 2000 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
January 23, 1998 - February 28, 2000
FIRST UNION BROKERAGE SERVICES, INC.
November 4, 1992 - October 16, 1997
CITISTREET EQUITIES LLC
January 8, 1991 - November 2, 1992
T. ROWE PRICE INVESTMENT SERVICES, INC.
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
Current Firm
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
CRD#: 1254 / SEC#: 801-67179, 8-2915
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 2,712 |
| AUM (Assets Under Management) | $ 990,880,713 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2023 |
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.
