Edmund K. John

BANKERS LIFE ADVISORY SERVICES

KING OF PRUSSIA, PA 19406

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CRD#: 4157841

Professional summary

Edmund Kean John JR, ChFC®, CLU®, who also goes by Edmund K John Jr., Edmund Kean John, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in King Of Prussia, Pennsylvania and BANKERS LIFE SECURITIES, INC. located in King Of Prussia, Pennsylvania.

Edmund is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Edmund has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edmund K John Jr. | Edmund Kean John

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.

BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 6 START DATE: 06/13/2009 ADDRESS: 1150 1st AVE SUITE 1020 KING OF PRUSSIA PA 19406 DESCRIPTION:I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. ECKPJ LLC POSITION: Sole Member and Owner NATURE: Entity to process my 1099 business activity through BLC/BLS/BLAS into my LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/15/2019 ADDRESS: 165 Bridle Path Ln, Coatesville PA 19320, United States DESCRIPTION: Entity to process my 1099 business activity through BLC/BLS/BLAS into my LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmund Kean John 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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 14, 2016 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 1150 1st Avenue Ste 1020, King Of Prussia, PA 19406

RIA

CRD#: 281285

KING OF PRUSSIA, PA

Current

January 15, 2016 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1150 1st Avenue, Ste 1020, King Of Prussia, PA 19406

CRD#: 173962

King Of Prussia, PA

Past

November 1, 2010 - February 5, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

KING OF PRUSSIA, PA

Past

October 5, 2010 - February 5, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

KING OF PRUSSIA, PA

Past

August 28, 2008 - January 23, 2009

BNY ADVISORS

RIA

CRD#: 106108

MALVERN, PA

Past

December 14, 2006 - January 23, 2009

PERSHING LLC

CRD#: 7560

MALVERN, PA

Past

May 15, 2000 - November 15, 2006

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

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".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 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.

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

Alaska
(8/26/2019)

Delaware
(1/15/2016)

District of Columbia
(1/15/2016)

Florida
(1/12/2018)

Maryland
(1/15/2016)

New Jersey
(1/15/2016)

New York
(1/15/2016)

North Carolina
(6/25/2025)

Pennsylvania
(1/15/2016)

IAR

Pennsylvania
(4/14/2016)

South Carolina
(1/28/2019)

Texas
(9/8/2021)

Virginia
(1/15/2016)

West Virginia
(3/26/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/7/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/10/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/9/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edmund K. John

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmund Kean John JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BNY ADVISORS

PERSHING LLC

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2008

Series 63

Date: 7/14/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/10/2000

Series 24

Date: 12/9/2008

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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