John M. Smartt
PATRIOT INVESTMENT MANAGEMENT GROUP
Knoxville, TN 37919
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CRD#: 4480455
Professional summary
John Madison Smartt is a registered financial advisor currently at PATRIOT INVESTMENT MANAGEMENT GROUP INC located in Knoxville, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 2 firms .
Biography
Vanguard mutual funds and EFTs are used to minimize costs, including income tax costs. I believe that long term investment returns, per unit of risk borne, are maximized through a "buy-and-hold" approach to investing.
My passions include volunteer construction work with Habitat for Humanity International, three international trips so far, and 2-3 days per week of volunteering with the local, Knoxville HFH affiliate.
Question & Answer
What are your service offerings?
Investment returns are maximiz...
Minimum account size: $100,000...
Do you have an area of expertise or specialization?
AUM
Business Owners
Estate & Generational Planning...
Federal Employees
High Net Worth Client Needs
Hourly
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 Madison Smartt'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
March 23, 2020 - Present
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Office #1: 3039 Kingston Pike #1, Knoxville, TN 37919RIA
CRD#: 112155
Knoxville, TN
Past
May 24, 2004 - April 14, 2020
FINANCIAL COUNSELING & ADMINISTRATION
RIA
CRD#: 112292
KNOXVILLE, 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".
PATRIOT INVESTMENT MANAGEMENT GROUP INC
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD#: 112155 / SEC#: 801-55500
RIA
Registered Investment Advisory firm - (5/20/1998 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
Tennessee(3/23/2020)
IAR
Texas(10/30/2025)
Exams
Current Firm
PATRIOT INVESTMENT MANAGEMENT GROUP INC
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD#: 112155 / SEC#: 801-55500
RIA
Registered Investment Advisory firm - (5/20/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9721 Cogdill Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 777-2479
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,182 |
| AUM (Assets Under Management) | $ 1,686,856,719 |
Red Flags
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Company Information
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD#: 112155Knoxville, TN 37919TRUST BUT VERIFY
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