John S. Choi

EPIPHANY CAPITAL

VERNON HILLS, IL 60061

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CRD#: 2380305

Professional summary

John S Choi, CFP® is a registered financial advisor currently at EPIPHANY CAPITAL located in Vernon Hills, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. INDEPENDENT INSURANCE AGENT SELLING FIXED AND INDEXED ANNUITIES / SKOKIE, IL / APPROVED 4-16-2003 2. INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING HEALTH INSURANCE / STOKIE, IL / APPROVED DECEMBER 22, 2003

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John S Choi'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

Start date: 2022

Experience

Current

March 1, 2006 - Present

EPIPHANY CAPITAL

Office #1: 10 West Phillip Road Suite 125, Vernon Hills, IL 60061

RIA

CRD#: 136557

VERNON HILLS, IL

Past

March 26, 2003 - January 8, 2007

LPL FINANCIAL LLC

RIA

CRD#: 6413

VERNON HILLS, IL

Past

March 25, 2003 - January 8, 2007

LPL FINANCIAL LLC

CRD#: 6413

VERNON HILLS, IL

Past

September 10, 2001 - April 15, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHICAGO, IL

Past

January 2, 2001 - April 15, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

January 4, 1999 - January 2, 2001

JWGENESIS FINANCIAL GROUP, INC

CRD#: 38166

BOCA RATON, FL

Past

September 15, 1993 - January 4, 1999

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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

Illinois
(3/1/2006)

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 65

Date: 4/5/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/17/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/14/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/1995

General Securities Principal Examination

Current Firm

EPIPHANY CAPITAL

CORNERSTONE CAPITAL MANAGEMENT | JSC FINANCIAL SERVICES CORPORATION | EPIPHANY CAPITAL

CRD#: 136557 / SEC#:

Illinois

Registered Investment Advisory firm - (3/1/2006 Approved)

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Contact information

Main Address

554 Saddlebrook Ln., Vernon Hills, IL 60061

Mailing Address

Phone number

(847) 247-0850

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John S. Choi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John S Choi's CRS (Customer Relationship Summary).

Certified licenses

Experience

EPIPHANY CAPITAL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

JWGENESIS FINANCIAL GROUP, INC

CHATFIELD DEAN & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/1999

Series 63

Date: 9/17/1993

Series 7

Date: 9/14/1993

Series 24

Date: 12/1/1995

Current Firm

EPIPHANY CAPITAL

Contact information

Documents

Red Flags

Company Information

EPIPHANY CAPITAL

TRUST BUT VERIFY

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