John R. Bovard
INCLINE WEALTH
Cleves, OH
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CRD#: 5944770
Professional summary
John Robert Bovard, CFP®, who also goes by John Bovard, is a registered financial advisor currently at INCLINE WEALTH located in Cleves, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
John began his financial services career in 2011 at Fidelity Investments and most recently spent time working at Merrill Lynch. John works with families and business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. John graduated from Thomas More University, was a member of the men’s basketball team and currently serves on the alumni board of directors. He is also recognized a CERTIFIED FINANCIAL PLANNER™ professional by the CFP Board and earned his certificate in financial planning from Xavier University.
Outside of work John enjoys spending time with his wife and 4 children. He also enjoys coaching and playing basketball. John has a strong Christian faith and regularly attends Crossroads church.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Business Succession Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Professional Athletes or Enter...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
John Bovard
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.
GameMaster Athletic (a wholesale distributor of sporting goods equipment) Not investment-related Address: 9770 Inter-Ocean Dr Ste B, West Chester Township, OH 45246 Board Member helping to make hiring decisions and with strategic company relationships Start date: July 1, 2022 Approximate # of hours devoted per month: 20 # of hours devoted during securities trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Bovard's 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®
Start date: 2016
Experience
Current
January 3, 2020 - Present
INCLINE WEALTH
RIA
CRD#: 306806
Cleves, OH
Past
November 9, 2016 - January 7, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CINCINNATI, OH
Past
October 28, 2016 - January 7, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CINCINNATI, OH
Past
May 2, 2012 - October 20, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
August 26, 2011 - October 19, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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
Indiana(7/13/2020)
IAR
Kentucky(9/15/2022)
IAR
Louisiana(7/8/2021)
IAR
Ohio(1/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
INCLINE WEALTH
INCLINE WEALTH | INCLINE WEALTH ADVISORS, LLC | INCLINE WEALTH ADVISORS
CRD#: 306806 / SEC#:
Indiana
Registered Investment Advisory firm - (7/13/2020 Approved)Kentucky
Registered Investment Advisory firm - (9/15/2022 Approved)Louisiana
Registered Investment Advisory firm - (7/8/2021 Approved)Ohio
Registered Investment Advisory firm - (1/3/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cleves, OH
Mailing Address
Phone number
(513) 709-0004
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 62,300,000 |
Red Flags
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