JS
John E. Steiner
WELON PARTNERS
Montgomery, AL 36104
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CRD#: 4502413
JS
Professional summary
John Elsberry Steiner is a registered financial advisor currently at WELON PARTNERS located in Montgomery, Alabama.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 2 firms .
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.
In July of 2022, the owners of Welon Partners founded Welon Fiduciary Services, a white-labeled trust services company. The business does not manage client assets but Welon Partners will share revenue with this organization for trust administrative services provided for accounts where Welon Partners manages the assets. I serve a a managing director of that entity and currently invest 10 hours per week on marketing activities, five of which are during market hours. Due to common ownership, the address of that entity is also 105 Tallapoosa St, Ste 109, Montgomery, Al, 361064.
CRS (Client Relationship Summary) - RIA
Click below to view John Elsberry Steiner'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 21, 2020 - Present
WELON PARTNERS
Office #1: 105 Tallapoosa Street Suite 109, Montgomery, AL 36104Office #2: 105 Tallapoosa Street Suite 109, Montgomery, AL 36104RIA
CRD#: 297322
Montgomery, AL
Past
September 26, 2000 - September 15, 2004
QUINTUS ASSET MANAGEMENT INC
RIA
CRD#: 106907
BIRMINGHAM, AL
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
Alabama(1/21/2020)
Exams
Current Firm
WP
WELON PARTNERS
WELON PARTNERS | WHITE OAK INVESTMENT COUNSEL, LLC | WHITE OAK INVESTMENT COUNSEL | WELON, LLC
CRD#: 297322 / SEC#:
Alabama
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Contact information
Main Address
105 Tallapoosa Street Suite 109, Montgomery, AL 36104
Mailing Address
Phone number
(334) 258-2850
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 45,013,850 |
Red Flags
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