John R. Dahlstrom

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

BOSTON, MA 02110

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CRD#: 5048829

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Dahlstrom

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Raymond Dahlstrom's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 24, 2015 - Present

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

Office #1: 175 Federal Street, Suite 930, Boston, MA 02110

RIA

CRD#: 145694

BOSTON, MA

Past

March 3, 2011 - July 14, 2015

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

June 1, 2009 - March 3, 2011

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

February 23, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOSTON, MA

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".

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

CRD#: 145694 / SEC#: 801-69224

RIA

Registered Investment Advisory firm - (5/30/2008 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

Massachusetts
(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

State Security Law Exam

IAR

Series 66

Date: 11/5/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/2009

General Securities Representative Examination

Current Firm

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

CRD#: 145694 / SEC#: 801-69224

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

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Contact information

Main Address

Floor 12 20 Fenchurch Street, London, EC3M 3BY

Mailing Address

100 Summer Street Floor 16 - Interactive Advisors, Boston, MA 02110

Phone number

44 020 3787 9250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025.03.31 INFORMATION BROCHURE (11/4/2025)

Regulatory assets under management

Total Number of Accounts	2,716
AUM (Assets Under Management)	$ 168,480,731

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
01/10/2025	Cover Page	Report
12/15/2023	Cover Page	Report
06/22/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

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John R. Dahlstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Raymond Dahlstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIXIS DISTRIBUTION, LLC

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2015

Series 63

Date: 8/24/2010

SIE

Date: 7/14/2015

Series 7

Date: 2/20/2009

Current Firm

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

TRUST BUT VERIFY

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