John L. Blair

DT INVESTMENT PARTNERS

Chadds Ford, PA 19317-9665

Some features on this profile are disabled

CRD#: 3109469

Professional summary

John Leroy Blair JR, who also goes by John Blair, is a registered financial advisor currently at DT INVESTMENT PARTNERS, LLC located in Chadds Ford, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Blair

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 Leroy Blair JR'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

July 7, 2011 - Present

DT INVESTMENT PARTNERS, LLC

Office #1: Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665

RIA

CRD#: 157646

Chadds Ford, PA

Past

February 13, 2017 - December 11, 2017

INDEPENDENT WEALTH ADVISORS LLC

RIA

CRD#: 283793

CHADDS FORD, PA

Past

March 25, 2011 - June 1, 2011

APW CAPITAL, INC.

CRD#: 43814

ROCKAWAY, NJ

Past

February 13, 2009 - November 13, 2014

DANIELS + TANSEY, L.L.P.

RIA

CRD#: 127816

WILMINGTON, DE

Past

November 17, 2008 - February 13, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST CHESTER, PA

Past

January 24, 2007 - August 18, 2008

HAVERFORD FINANCIAL SERVICES, INC.

RIA

CRD#: 130007

RADNOR, PA

Past

January 10, 2006 - August 18, 2008

HAVERFORD TRUST SECURITIES, INC.

CRD#: 13214

RADNOR, PA

Past

April 6, 2004 - January 4, 2006

HAVERFORD FINANCIAL SERVICES, INC.

RIA

CRD#: 130007

RADNOR, PA

Past

February 10, 2004 - December 31, 2005

HAVERFORD TRUST SECURITIES, INC.

CRD#: 13214

RADNOR, PA

Past

October 1, 2000 - January 22, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 22, 1998 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

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".

DT INVESTMENT PARTNERS, LLC

CRD#: 157646 / SEC#: 801-72325

RIA

Registered Investment Advisory firm - (6/9/2011 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

Delaware
(7/7/2011)

IAR

Louisiana
(11/26/2024)

IAR

Pennsylvania
(6/19/2012)

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 66

Date: 4/5/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/19/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/21/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DT INVESTMENT PARTNERS, LLC

CRD#: 157646 / SEC#: 801-72325

RIA

Registered Investment Advisory firm - (6/9/2011 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665

Mailing Address

Phone number

(484) 778-4425

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (4/4/2025)

Regulatory assets under management

Total Number of Accounts	2,090
AUM (Assets Under Management)	$ 1,887,962,985

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.

Similar Advisors

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John L. Blair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Leroy Blair JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT WEALTH ADVISORS LLC

APW CAPITAL, INC.

DANIELS + TANSEY, L.L.P.

RAYMOND JAMES FINANCIAL SERVICES, INC.

HAVERFORD FINANCIAL SERVICES, INC.

HAVERFORD TRUST SECURITIES, INC.

HAVERFORD FINANCIAL SERVICES, INC.

HAVERFORD TRUST SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

DT INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2004

Series 63

Date: 9/23/1998

Series 7

Date: 2/19/2004

Series 6

Date: 9/21/1998

Current Firm

DT INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DT INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors