JL
John B. Link
COVENANT PARTNERS
NASHVILLE, TN 37215
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CRD#: 4373794
JL
Professional summary
John Banks Link IV, who also goes by John Banks Link, is a registered financial advisor currently at COVENANT PARTNERS, LLC located in Nashville, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Banks Link
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. BANKS IS A 50% OWNER OF MURRAH VENTURES, LLC, WHICH WAS ESTABLISHED FOR REAL ESTATE PURCHASES. BANKS DEVOTES LESS THAN AN HOUR A MONTH TO THIS OTHER BUSINESS ACTIVITY; 2. MILLSAPS COLLEGE BOARD OF TRUSTEES; 1701 NORTH STATE STREET, JACKSON, MISSISSIPPI; NON-INVESTMENT RELATED; BOARD MEMBER; STARTED IN 2025; BANKS DEVOTES LESS THAN AN HOUR A MONTH TO THIS OTHER BUSINESS ACTIVITY
CRS (Client Relationship Summary) - RIA
Click below to view John Banks Link IV'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
January 30, 2004 - Present
COVENANT PARTNERS, LLC
Office #1: 3811 Bedford Avenue Suite 201, Nashville, TN 37215RIA
CRD#: 110137
NASHVILLE, TN
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".
CP
COVENANT PARTNERS, LLC
COVENANT PARTNERS, LLC
CRD#: 110137 / SEC#: 801-62178
RIA
Registered Investment Advisory firm - (6/27/2003 Approved)Tennessee
Registered Investment Advisory firm - (7/24/2005 Terminated)Texas
Registered Investment Advisory firm - (6/27/2003 Terminated)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(2/17/2004)
IAR
Texas(1/28/2008)
Exams
Current Firm
CP
COVENANT PARTNERS, LLC
COVENANT PARTNERS, LLC
CRD#: 110137 / SEC#: 801-62178
RIA
Registered Investment Advisory firm - (6/27/2003 Approved)Tennessee
Registered Investment Advisory firm - (7/24/2005 Terminated)Texas
Registered Investment Advisory firm - (6/27/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3811 Bedford Avenue Suite 201, Nashville, TN 37215
Mailing Address
P.o. Box 158187, Nashville, TN 37215
Phone number
(615) 665-1801
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,011 |
| AUM (Assets Under Management) | $ 1,010,948,405 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 11/22/2024 | ||
| 01/29/2024 |
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.
