JK
John C. Kamm
WEALTH WATCH ADVISORS,
Englewoood, CO
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CRD#: 6057768
JK
Professional summary
John Cyril Kamm is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Englewoood, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 4 firms and has passed the Series 66, 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.
1) 51% OWNER OF ALL MORTUARY SUPPLIES.
NOT INVESTMENT RELATED, DENVER, CO, START: 2000,CO RETAIL SALES OF MORTUARY INDUSTRY SUPPLIES, DIRECTOR, 1 HOUR/MONTH/0 DURING TRADING
2) 30% OWNER OF JOALTO GROUP.NOT INVESTMENT RELATED.WHEAT RIDGE, CO CORPORATIONS SOLE PURPOSE IS TO OWN AND MAINTAIN A COMMERCIAL BUILDING.
DIRECTOR
1 HOUR/MONTH
0 HOURS DURING TRADING HOURS
3. 30% OWNER OF ALL NATIONS SOCIETY.
NOT INVESTMENT RELATED.
TOKYO, JAPAN
FUNERAL SERVICE COMPANY
DIRECTOR
1 HOUR/MONTH
0 HOURS DURING TRADING HOURS
Owner of multiple properties listed for rent through Air B and B. 100% owner. Started Sept. 2015
1 hour a month
CRS (Client Relationship Summary) - RIA
Click below to view John Cyril Kamm'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®
NoneExperience
Current
July 23, 2015 - Present
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Englewoood, CO
Past
March 5, 2015 - August 21, 2015
SOLOMON API LLC
RIA
CRD#: 159471
LITTLETON, CO
Past
May 28, 2014 - January 2, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENWOOD VILLAGE, CO
Past
May 28, 2014 - January 2, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENWOOD VILLAGE, CO
Past
July 10, 2012 - May 30, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
GREENWOOD VILLAGE, CO
Past
June 18, 2012 - May 30, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
GREENWOOD VILLAGE, 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".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 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
Colorado(7/23/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
