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John Guilford Kerr

John G. Kerr

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CRD#: 2348383
John Guilford Kerr

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 Guilford Kerr, CFP®, who also goes by Jack Kerr, John G Kerr, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1993. John had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Small Business Planning
Retirement Planning
Retirement Income Management
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
No

Aliases


Jack Kerr | John G Kerr

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.
BLUE SKIES ORCHARD LTD- WAUSEON, OHIO- SOLE MEMBER- ONLY ASSET IS FARM AND SINGLE FAMILY RESIDENCE. KEEP BOOKS AND RECORDS, ARRANGE LEASE AS REQUIRED- LESS THAN ONE HOUR PER MONTH DEVOTED TO BUSINESS, 0 DURING SECURITIES TRADING HOURS. START 11/1990

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®
CFP®

Experience


Past

April 8, 2015 - December 31, 2023

BLUE SKIES FINANCIAL PLANNING, LLC

RIA
CRD#: 152972
KAILUA-KONA, HI
Past

February 21, 2014 - October 6, 2014

MORGAN STANLEY

RIA
CRD#: 149777
KAILUA-KONA, HI
Past

January 22, 2014 - October 6, 2014

MORGAN STANLEY

BD
CRD#: 149777
KAILUA-KONA, HI
Past

May 25, 1993 - June 2, 1999

BECHTEL FINANCING SERVICES, LLC

BD
CRD#: 11129
MILL VALLEY, CA

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
IAR
Series 66
Date: 2/20/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BS
BLUE SKIES FINANCIAL PLANNING, LLC
BLUE SKIES FINANCIAL PLANNING, LLC

CRD#: 152972 / SEC#:

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Contact information


Main Address
Kailua-kona, HI
Mailing Address
Phone number
(808) 329-4531
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


BLUE SKIES FINANCIAL PLANNING, LLC

CRD#: 152972

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Contact information


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