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JT

John D. Thacker

SIGNATUREFD
Charlotte, NC 28203
Some features on this profile are disabled
CRD#: 5539324
JT

Professional summary

John Daniel Thacker II, CFP®, who also goes by Jd Thacker, John D Thacker II, John D Thacker, is a registered financial advisor currently at SIGNATUREFD, LLC located in Charlotte, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jd Thacker | John D Thacker Ii | John D Thacker

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 Daniel Thacker II'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: 2012

Experience

Current

June 4, 2019 - Present

SIGNATUREFD, LLC

Office #1: 2151 Hawkins Street Suite 1050, Charlotte, NC 28203
RIA
CRD#: 112758
Charlotte, NC
Past

January 5, 2018 - April 29, 2019

CORNERSTONE WEALTH

RIA
CRD#: 289971
Huntersville, NC
Past

June 21, 2013 - February 3, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELMONT, NC
Past

February 1, 2013 - December 31, 2017

CORNERSTONE WEALTH

RIA
CRD#: 157935
HUNTERSVILLE, NC
Past

July 20, 2011 - November 8, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
BELMONT, NC
Past

July 12, 2010 - July 20, 2011

SECURITIES AMERICA, INC.

BD
CRD#: 10205
CORNELIUS, NC
Past

June 23, 2008 - July 14, 2010

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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".
SL
SIGNATUREFD, LLC
F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA
Registered Investment Advisory firm - (7/6/2001 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
North Carolina
(6/4/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/5/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/1/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/20/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SL
SIGNATUREFD, LLC
F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA
Registered Investment Advisory firm - (7/6/2001 Approved)
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Contact information

Main Address
1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309
Mailing Address
Phone number
(404) 253-7600
Established
Firm type
Fiscal year end
# of Employees
119

SEC notice filing (34 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

SIGNATUREFD, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts10,558
AUM (Assets Under Management)$ 8,331,600,262

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/26/2025
Cover Page
Report
09/27/2024
Cover Page
Report
01/26/2024
Cover Page
Report
11/28/2022
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.

Company Information

SIGNATUREFD, LLC

CRD#: 112758Charlotte, NC 28203

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