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John P. Sabey

ARETE WEALTH MANAGEMENT
Chicago, IL 60607
Some features on this profile are disabled
CRD#: 2653167
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Professional summary


John Paul Sabey is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in Chicago, Illinois.

John is registered as a RR (Registered Representative) and started their career in finance in 1995. John has worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 6 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) - BD


Click below to view John Paul Sabey'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®
None

Experience


Current

May 21, 2025 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 1115 W Fulton Market 3rd Floor, Chicago, IL 60607
BD
CRD#: 44856
Chicago, IL
Past

April 7, 2021 - May 5, 2025

GLADSTONE SECURITIES, LLC

BD
CRD#: 127808
MCLEAN, VA
Past

October 23, 2018 - April 16, 2021

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
Scottsdale, AZ
Past

May 10, 2016 - May 7, 2018

TERRA CAPITAL MARKETS LLC

BD
CRD#: 123762
NEW YORK, NY
Past

November 3, 2015 - April 7, 2016

WALTON RE SECURITIES, LLC

BD
CRD#: 172024
SCOTTSDALE, AZ
Past

December 12, 2007 - September 17, 2014

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

January 24, 2007 - November 1, 2007

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

June 9, 2005 - June 27, 2005

GRUBB & ELLIS SECURITIES, INC.

BD
CRD#: 17932
SANTA ANA, CA
Past

March 13, 2001 - June 6, 2005

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

October 21, 1999 - March 15, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

July 24, 1997 - April 27, 1999

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

May 20, 1997 - December 31, 1997

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

October 13, 1995 - February 26, 1997

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Utah
(5/21/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/15/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

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


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CHUNG, UNBOCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6208569
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
ROGERS, JOSHUA DEANCHIEF EXECUTIVE OFFICER3163818

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

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


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856Chicago, IL 60607

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