JD
John W. Durant
AMERICAN INDEPENDENT SECURITIES GROUP
Eagle, ID 83616
Some features on this profile are disabled
CRD#: 4351113
JD
Professional summary
John Winship Durant is a registered financial advisor currently at AMERICAN INDEPENDENT SECURITIES GROUP, LLC located in Eagle, Idaho.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. John has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Winship Durant's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Winship Durant'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®
NoneExperience
Current
May 1, 2025 - Present
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Office #1: 664 S Rivershore Lane Ste 150, Eagle, ID 83616RIA
BD
CRD#: 135288
Eagle, ID
Current
April 30, 2025 - Present
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Office #1: 664 S Rivershore Lane Suite 150, Eagle, ID 83616RIA
BD
CRD#: 135288
Eagle, ID
Past
September 26, 2017 - April 30, 2025
L.M. KOHN & COMPANY
RIA
CRD#: 27913
JACKSONVILLE, FL
Past
September 15, 2017 - April 30, 2025
L.M. KOHN & COMPANY
BD
CRD#: 27913
JACKSONVILLE, FL
Past
August 17, 2015 - September 19, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
JACKSONVILLE, FL
Past
August 14, 2015 - September 19, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
JACKSONVILLE, FL
Past
October 8, 2010 - August 17, 2015
JHS CAPITAL ADVISORS, LLC
RIA
CRD#: 112097
JACKSONVILLE, FL
Past
September 2, 2010 - August 14, 2015
JHS CAPITAL ADVISORS, LLC
BD
CRD#: 112097
JACKSONVILLE, FL
Past
March 11, 2008 - September 3, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
JACKSONVILLE, FL
Past
March 10, 2008 - September 3, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
JACKSONVILLE, FL
Past
April 14, 2004 - March 11, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
JACKSONVILLE, FL
Past
April 8, 2004 - March 11, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
JACKSONVILLE, FL
Past
April 18, 2001 - April 22, 2004
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
JACKSONVILLE, FL
Past
April 10, 2001 - April 22, 2004
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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".
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD#: 135288 / SEC#: 801-69138, 8-66905
RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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.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
Connecticut(5/1/2025)
RR
Florida(4/30/2025)
IAR
Florida(5/1/2025)
RR
Georgia(4/30/2025)
RR
Illinois(4/30/2025)
RR
Massachusetts(4/30/2025)
RR
Michigan(1/5/2026)
RR
New York(4/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD#: 135288 / SEC#: 801-69138, 8-66905
RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
664 S Rivershore Lane Suite 150, Eagle, ID 83616
Mailing Address
Po Box 579, Eagle, ID 83616
Phone number
(208) 489-3131
Established
Idaho since 12/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
34
SEC notice filing (49 States and Territories)
FINRA licenses (50 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 2,987 |
| AUM (Assets Under Management) | $ 604,888,609 |
Disclosures
| Regulatory Event | 1 |
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.
