AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JF

John L. Fair

Some features on this profile are disabled
CRD#: 3223283
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Louis Fair JR, who also goes by John Louis Fair Jr., John Louis Fair, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1999. John had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Louis Fair Jr. | John Louis Fair

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 22, 2014 - October 22, 2015

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
HOUSTON, TX
Past

August 25, 2014 - October 22, 2015

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HOUSTON, TX
Past

June 4, 2013 - September 5, 2014

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
KATY, TX
Past

June 4, 2013 - September 5, 2014

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
KATY, TX
Past

May 31, 2011 - May 2, 2013

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
BELLAIRE, TX
Past

May 23, 2011 - May 2, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BELLAIRE, TX
Past

July 21, 2010 - May 9, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MISSOURI CITY, TX
Past

July 14, 2010 - May 9, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MISSOURI CITY, TX
Past

June 25, 2007 - July 23, 2010

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
STAFFORD, TX
Past

June 11, 2007 - July 23, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
STAFFORD, TX
Past

September 20, 2000 - June 22, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
HOUSTON, TX
Past

September 15, 2000 - June 22, 2007

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
HOUSTON, TX
Past

September 13, 2000 - November 9, 2001

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 24, 1999 - July 26, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/20/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2007
General Securities Principal Examination

Current Firm


HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442

SEC notice filing (51 States and Territories)


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

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

HTK ADVISORY SERVICES DISCLOSURE BROCHURE - ADV PART 2A (8/12/2025)

Direct owners and executive officers


NamePositionCRD#
1847 FINANCIAL LLCSHAREHOLDER
GUNZENHAUSER, RADFORD MICHAELFINOP7253452
HUCKERBY, KEITH GORDONMANAGER2641591
MASON, ANN-MARIECHIEF LEGAL OFFICER AND SECRETARY7145020
MULLER, NIKI LEEPRINCIPAL OPERATIONS OFFICER7364066
NAGENGAST, HEATHER JILLPRESIDENT, MANAGER5300554
O'MALLEY, DAVID MICHAELCHAIRMAN AND MANAGER4468593
ROBINSON, VICTORIA MARIECHIEF COMPLIANCE OFFICER, MANAGER4556827
WYANT, JUSTINMANAGER8146157

Regulatory assets under management


Total Number of Accounts31,522
AUM (Assets Under Management)$ 7,753,847,039

Disclosures


Regulatory Event11
Arbitration6

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


HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

TRUST BUT VERIFY

Monitor John Fair

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics