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JP

John S. Peart

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CRD#: 4631763
JP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Spencer Peart, who also goes by John Spencer Peart, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2003. John had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Spencer Peart

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.
John Peart is the Executive VP of Capital and Regulatory for Crew Campus. He spends 18 hours per week during market hours, and it is investment related.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 25, 2022 - December 23, 2024

ACQUIRE CONSULT LLC

RIA
CRD#: 309197
Laguna Niguel, CA
Past

November 19, 2007 - April 15, 2015

CAPITAL STRATEGIES GROUP, LLC

RIA
CRD#: 140120
TEMPE, AZ
Past

February 21, 2003 - December 31, 2006

EQUITY SERVICES, INC.

BD
CRD#: 265
MESA, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/24/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AC
ACQUIRE CONSULT LLC
ACQUIRE CONSULT LLC

CRD#: 309197 / SEC#:

Alabama
Registered Investment Advisory firm - (12/31/2024 Terminated)
Arizona
Registered Investment Advisory firm - (12/31/2024 Terminated)
Arkansas
Registered Investment Advisory firm - (12/31/2024 Terminated)
California
Registered Investment Advisory firm - (12/31/2024 Terminated)
Colorado
Registered Investment Advisory firm - (12/31/2024 Terminated)
Florida
Registered Investment Advisory firm - (12/31/2024 Terminated)
Georgia
Registered Investment Advisory firm - (12/31/2024 Terminated)
Louisiana
Registered Investment Advisory firm - (12/31/2024 Terminated)
Mississippi
Registered Investment Advisory firm - (12/31/2024 Termination Requested)
North Carolina
Registered Investment Advisory firm - (12/31/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2024 Terminated)
Utah
Registered Investment Advisory firm - (12/31/2024 Terminated)
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Contact information


Main Address
10653 S Riverfront Pkwy Suite 200, South Jordan, UT 84095
Mailing Address
Phone number
(801) 228-1941
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts79
AUM (Assets Under Management)$ 27,595,123

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.

Company Information


ACQUIRE CONSULT LLC

CRD#: 309197

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