John D. Metzger
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 David Metzger, CFP®, who also goes by John D Metzger, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2009. John had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2013
Experience
August 18, 2016 - November 1, 2016
NORTHCOAST ASSET MANAGEMENT LLC
May 6, 2016 - November 16, 2016
CANTER WEALTH
July 22, 2015 - April 28, 2016
J.P. MORGAN SECURITIES LLC
July 22, 2015 - April 28, 2016
J.P. MORGAN SECURITIES LLC
November 29, 2010 - July 7, 2015
STRATEGIC ADVISERS LLC
November 19, 2010 - July 7, 2015
FIDELITY BROKERAGE SERVICES LLC
January 5, 2010 - October 15, 2010
EDWARD JONES
December 18, 2009 - October 15, 2010
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
NORTHCOAST ASSET MANAGEMENT LLC
CRD#: 109582 / SEC#: 801-57294
Contact information
Red Flags
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