John B. Preston
ABOUND WEALTH MANAGEMENT
Franklin, TN 37064
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CRD#: 2923095
Professional summary
John Brian Preston, CFP® is a registered financial advisor currently at ABOUND WEALTH MANAGEMENT, LLC located in Franklin, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Biography
When not helping clients reach success with simple, smart strategies, Brian loves spending time with his wife, Jennifer, and their two daughters.
Question & Answer
What are your service offerings?
Retirement Planning
Divorce Planning
Investment Planning
Education Planning
Business Succession Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Medical Professionals
Tax Planning
What is your minimum asset requirement?
1M
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) 88 Times Over; President; 88 Times Over owns the intellectual property for The Money Guy Show. Brian spends approximately 40% of his time on this activity. 2) Bribo real estate holding company co-owned with Bo Hanson; Address: 317 Main Street, Suite 201, Franklin, TN 37064; Started: 6/30/2021; Duties: Property owner and manager; He spends less than 10 hours per month on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Brian Preston'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®
Start date: 2000
Experience
Current
January 10, 2017 - Present
ABOUND WEALTH MANAGEMENT, LLC
Office #1: 317 Main Street Suite 201, Franklin, TN 37064RIA
CRD#: 285903
Franklin, TN
Past
June 30, 2004 - December 31, 2016
CALVARY WEALTH, LLC
RIA
CRD#: 131478
MCDONOUGH, GA
Past
September 6, 1997 - May 3, 2000
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
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".
ABOUND WEALTH MANAGEMENT, LLC
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
RIA
Registered Investment Advisory firm - (11/23/2016 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
Tennessee(1/10/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
ABOUND WEALTH MANAGEMENT, LLC
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
RIA
Registered Investment Advisory firm - (11/23/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
317 Main Street Suite 201, Franklin, TN 37064
Mailing Address
Phone number
(615) 226-3667
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,104 |
| AUM (Assets Under Management) | $ 1,391,082,443 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 12/14/2023 | ||
| 01/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
