John Raymond Dahlstrom
Professional Summary
John Raymond Dahlstrom, who also goes by Jack Dahlstrom, is a registered financial advisor currently at INTERACTIVE ADVISERS, INTERACTIVE ADVISORS located in Boston, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack Dahlstrom
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Years of Experience
17 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
"INTERACTIVE BROKERS ASSET MANAGEMENT" AND "IB ASSET MANAGEMENT" | INTERACTIVE BROKERS ASSET MANAGEMENT | INTERACTIVE ADVISORS | INTERACTIVE ADVISERS, INTERACTIVE ADVISORS | INTERACTIVE ADVISERS | IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT, IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT | COVESTOR LTD
Contact Information
Main Address
Floor 12 20 Fenchurch Street, London, EC3M 3BYPhone Number
44 020 3787 9250# of Employees
17SEC notice filing (47 States and Territories)
Registered to provide investment advisory services in 47 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,555AUM (Assets Under Management)
$195,843,352Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/30/2026 | Cover Page | Report |
| 10/24/2025 | Cover Page | Report |
| 01/10/2025 | Cover Page | Report |
| 12/15/2023 | Cover Page | Report |
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Primary Firm SEC Registration
"INTERACTIVE BROKERS ASSET MANAGEMENT" AND "IB ASSET MANAGEMENT" | INTERACTIVE BROKERS ASSET MANAGEMENT | INTERACTIVE ADVISORS | INTERACTIVE ADVISERS, INTERACTIVE ADVISORS | INTERACTIVE ADVISERS | IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT, IBKR ASSET MANAGEMENT | IB ASSET MANAGEMENT | COVESTOR LTD
State Registrations and Notice Filings
(11/24/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view John Raymond Dahlstrom's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
