John A. Fletcher
SAGEVIEW ADVISORY GROUP | Retirement Plan Advisor
Kansas City, MO 64114
Some features on this profile are disabled
CRD#: 6094352
Professional summary
John Aylward Fletcher, who also goes by Jack Aylward Fletcher, Jack Fletcher, John A Fletcher, John Fletcher, is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Kansas City, Missouri and CETERA WEALTH SERVICES, LLC located in Kansas City, Missouri.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. John has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
Jack works with retirement plan sponsors and participants to help them with retirement-related strategies. He has more than seven years of experience in the financial services industry. Prior to joining Mariner Wealth Advisors, Jack was a regional manager at Cognios Capital. Before joining Cognios, he served in numerous roles in the financial advisory channel at American Century Investments.
Jack has a bachelor’s degree in business administration with an emphasis in economics from the University of Missouri.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Aylward Fletcher | Jack Fletcher | John A Fletcher | John Fletcher
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. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP - CRD # 126777; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN ADVISOR FOR SAGEVIEW. 2. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: SENIOR RETIREMENT PLAN CONSULTANT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: WORK WITH THE INSTITUTIONAL TEAM PROVING CONSULTING SERVICES TO PLAN SPONSORS ON THEIR CORPORATE RETIREMENT PLANS;
CRS (Client Relationship Summary) - RIA
Click below to view John Aylward Fletcher'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
March 15, 2024 - Present
SAGEVIEW ADVISORY GROUP, LLC
Office #1: 9201 Ward Parkway Suite 205, Kansas City, MO 64114RIA
CRD#: 126777
Kansas City, MO
Current
April 5, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9201 Ward Parkway Ste 205, Kansas City, MO 64114BD
CRD#: 13572
Kansas City, MO
Past
June 28, 2018 - March 4, 2024
MARINER WEALTH
RIA
CRD#: 140195
OVERLAND PARK, KS
Past
June 15, 2017 - July 3, 2018
MARINER RETIREMENT ADVISORS, LLC
RIA
CRD#: 172372
LEAWOOD, KS
Past
June 15, 2017 - March 4, 2024
MSEC, LLC
BD
CRD#: 154327
Overland Park, KS
Past
April 26, 2016 - May 30, 2017
COGNIOS CAPITAL, LLC
RIA
CRD#: 148361
LEAWOOD, KS
Past
February 19, 2016 - May 30, 2017
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
LEAWOOD, KS
Past
July 31, 2012 - February 5, 2016
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
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".
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Kansas(11/19/2024)
RR
Kansas(1/2/2025)
IAR
Missouri(3/15/2024)
RR
Missouri(6/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
248
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
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
SAGEVIEW ADVISORY GROUP, LLC
Retirement Plan AdvisorCRD#: 126777Kansas City, MO 64114TRUST BUT VERIFY
Monitor John Fletcher
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
