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JB

John P. Bohan

APRIO WEALTH MANAGEMENT
LITTLETON, CO
Some features on this profile are disabled
CRD#: 5241394
JB

Professional summary

John Patrick Bohan, CFP® is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Littleton, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Bohan'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

November 5, 2025 - Present

APRIO WEALTH MANAGEMENT, LLC

RIA
CRD#: 127333
LITTLETON, CO
Past

October 10, 2023 - December 3, 2025

PRISM FINANCIAL GROUP, L.L.C.

RIA
CRD#: 112315
OVERLAND PARK, KS
Past

March 12, 2019 - April 28, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
LITTLETON, CO
Past

February 15, 2019 - April 28, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
LITTLETON, CO
Past

April 1, 2013 - August 29, 2016

RMB WEST, LLC

RIA
CRD#: 158138
DENVER, CO
Past

September 29, 2010 - February 25, 2013

FINANCIAL TELESIS INC

RIA
CRD#: 31012
DENVER, CO
Past

September 29, 2010 - February 25, 2013

FINANCIAL TELESIS INC

BD
CRD#: 31012
DENVER, CO
Past

January 1, 2007 - June 22, 2009

OSAIC FA, INC.

RIA
CRD#: 3978
DENVER, CO
Past

December 1, 2006 - June 22, 2009

OSAIC FA, INC.

BD
CRD#: 3978
DENVER, CO

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".
AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA
Registered Investment Advisory firm - (7/9/2004 Approved)
Georgia
Registered Investment Advisory firm - (7/16/2004 Terminated)

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
Colorado
(1/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/11/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/30/2006
General Securities Representative Examination

Current Firm

AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA
Registered Investment Advisory firm - (7/9/2004 Approved)
Georgia
Registered Investment Advisory firm - (7/16/2004 Terminated)
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Contact information

Main Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Mailing Address
Phone number
(404) 892-9651
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts2,269
AUM (Assets Under Management)$ 2,635,136,991

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

APRIO WEALTH MANAGEMENT, LLC

CRD#: 127333Littleton, CO

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