John Robert Bovard
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Financial Planning
Specializations
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...
Other Aliases
John Bovard
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
INCLINE WEALTH | INCLINE WEALTH ADVISORS, LLC | INCLINE WEALTH ADVISORS
Contact Information
Main Address
Cleves, OHPhone Number
(513) 709-0004# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
217AUM (Assets Under Management)
$97,851,472Similar Advisors
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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.
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State Registrations and Notice Filings
(7/13/2020)
(9/15/2022)
(7/8/2021)
(1/3/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Robert Bovard's CRS (Customer Relationship Summary).
Services Offered by John
- Business Services
- Retirement Planning
- Financial Planning
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