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JM

John W. Metz

SAINTS ADVISORS LLC
Denver, CO 80206
Some features on this profile are disabled
CRD#: 2898746
JM

Professional summary


John Walter Metz, who also goes by Metz Walter John Walter, is a registered financial professional currently at SAINTS ADVISORS LLC located in Denver, Colorado.

John is registered as a RR (Registered Representative) and started their career in finance in 1997. John has worked at 6 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Metz Walter John Walter

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 Walter Metz'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®
None

Experience


Current

February 14, 2024 - Present

SAINTS ADVISORS LLC

Office #1: 205 Madison Street, Denver, CO 80206
BD
CRD#: 117126
Denver, CO
Past

August 17, 2016 - January 2, 2024

JEFFERIES LLC

BD
CRD#: 2347
SAN FRANCISCO, CA
Past

July 13, 2011 - September 14, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
San Francisco, CA
Past

December 24, 2008 - April 28, 2011

UBS SECURITIES LLC

BD
CRD#: 7654
SAN FRANCISCO, CA
Past

July 24, 1998 - December 22, 2008

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
SAN FRANCISCO, CA
Past

October 14, 1997 - July 20, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

June 25, 1997 - October 1, 1997

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA

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
Colorado
(10/11/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 8/4/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SA
SAINTS ADVISORS LLC
SAINTS ADVISORS LLC

CRD#: 117126 / SEC#: , 8-53586

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


Main Address
205 Madison Street, Denver, CO 80206
Mailing Address
1580 N Logan St Ste 660 Pmb 29471, Denver, CO 80203
Phone number
(415) 773-2080
Established
Delaware since 05/26/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SAWYER, KENNETH BENSONSOLE MEMBER MANAGER1559394
SAWYER, KENNETH BENSONCCO1559394
SAWYER, KENNETH BENSONFINOP OFFICER1559394
SAWYER, KENNETH BENSONPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1559394

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


SAINTS ADVISORS LLC

CRD#: 117126Denver, CO 80206

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