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JS

John V. Scheer

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CRD#: 2178553
JS

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 Valentine Scheer was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1991. John had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

July 6, 2020 - July 9, 2020

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

October 17, 2013 - July 24, 2018

OSAIC SERVICES, INC.

RIA
CRD#: 133763
URBANDALE, IA
Past

October 16, 2013 - July 24, 2018

OSAIC SERVICES, INC.

BD
CRD#: 133763
URBANDALE, IA
Past

December 7, 2012 - October 22, 2013

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
WAUKEE, IA
Past

December 7, 2012 - October 22, 2013

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
WAUKEE, IA
Past

February 16, 2010 - December 17, 2010

EVOLVE INVESTMENT ADVISORS

RIA
CRD#: 131714
AUSTIN, TX
Past

February 16, 2010 - December 17, 2010

EVOLVE SECURITIES, INC.

BD
CRD#: 127474
WAUKEE, IA
Past

April 9, 2008 - December 18, 2009

FIRST MIDWEST SECURITIES, INC.

RIA
CRD#: 21786
WAUKEE, IA
Past

April 9, 2008 - December 18, 2009

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
WAUKEE, IA
Past

August 20, 2007 - April 7, 2008

COMMERCE WEALTH ADVISERS, LLC

RIA
CRD#: 144449
JOHNSTON, IA
Past

August 20, 2007 - April 7, 2008

DEWAAY FINANCIAL NETWORK, LLC

BD
CRD#: 30767
WAUKEE, IA
Past

May 27, 2005 - October 20, 2006

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
FAIRFIELD, IA
Past

May 26, 2005 - October 20, 2006

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

July 17, 1997 - January 28, 2004

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
LINCOLN, NE
Past

December 19, 1995 - January 28, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

September 25, 1991 - December 20, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 25, 1991 - December 20, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
IAR
Series 65
Date: 6/27/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/11/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/23/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/30/2002
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/30/1996
General Securities Principal Examination

Current Firm

TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
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

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures

Regulatory Event4

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

THE LEADERS GROUP, INC.

CRD#: 37157

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