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John Melville Eaton

John M. Eaton

AVIOR WEALTH MANAGEMENT
San Antonio, TX 78230
Some features on this profile are disabled
CRD#: 2512711
John Melville Eaton

Professional summary

John Melville Eaton, CFP®, who also goes by John M Eaton, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in San Antonio, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John M Eaton

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) - RIA

Click below to view John Melville Eaton's CRS (Customer Relationship Summary).
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: 1999

Experience

Current

October 10, 2019 - Present

AVIOR WEALTH MANAGEMENT, LLC

Office #1: 9901 Ih-10 West, Suite 745, San Antonio, TX 78230
RIA
CRD#: 148674
San Antonio, TX
Past

January 15, 2013 - October 23, 2019

CYPRESS WEALTH ADVISORS, LLC

RIA
CRD#: 166414
SAN ANTONIO, TX
Past

October 26, 2006 - December 31, 2006

SUMMIT WEALTH MANAGEMENT,INC

RIA
CRD#: 104820
SAN ANTONIO, TX
Past

August 17, 2006 - February 19, 2013

SUMMIT WEALTH MANAGEMENT, INC

RIA
CRD#: 105714
SAN ANTONIO, TX
Past

February 9, 2006 - August 17, 2006

SUMMIT WEALTH MANAGEMENT,INC

RIA
CRD#: 104820
SAN ANTONIO, TX
Past

August 24, 1995 - March 4, 2002

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 19, 1994 - April 6, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA
Registered Investment Advisory firm - (12/4/2008 Approved)

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
Texas
(10/10/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/27/1999
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/11/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA
Registered Investment Advisory firm - (12/4/2008 Approved)
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Contact information

Main Address
14301 First National Bank Parkway Suite 410, Omaha, NE 68154
Mailing Address
Phone number
(402) 218-4064
Established
Firm type
Fiscal year end
# of Employees
201

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVIOR ADV 2A 3/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,385
AUM (Assets Under Management)$ 5,083,670,234

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

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674San Antonio, TX 78230

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