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JS

John D. Shreck

JDS INVESTMENT MANAGEMENT
SALT LAKE CITY, UT
Some features on this profile are disabled
CRD#: 6131590
JS

Professional summary

John David Shreck is a registered financial advisor currently at JDS INVESTMENT MANAGEMENT located in Salt Lake City, Utah.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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. JDS FINANCIAL MANAGEMENT PC; NON-INVESTMENT RELATED; SALT LAKE CITY, UTAH; TAX PLANNING AND PREPARATION FIRM; PRESIDENT/ACCOUNTANT/TAX PREPARER; NOVEMBER 2013; APPROXIMATELY 100 HOURS DEVOTED TO THIS ACTIVITY; APPROXIMATELY 100 HOURS DEVOTED TO THIS ACTIVITY DURING TRADING HOURS; TAX PLANNING AND PREPARATION, CONSULTING AND ACCOUNTING. 2. WECI LLC; NON-INVESTMENT RELATED; DES MOINES, IOWA; LIMITED PARTNER; JANUARY 2011; PERSONAL RENTAL FARM PROPERTY; NO PERCENTAGE OF TIME SPENT IN THIS CAPACITY. 3. SHRECK FAMILY FARMS LP; NON-INVESTMENT RELATED; DES MOINES, IOWA; LIMITED PARTNER; JANUARY 2000; PERSONAL RENTAL FARM PROPERTY; NO PERCENTAGE OF TIME SPENT IN THIS CAPACITY. 4. BHJC LP; NON-INVESTMENT RELATED; DES MOINES, IOWA; LIMITED PARTNER; JANUARY 2001; PERSONAL RENTAL FARM PROPERTY; NO PERCENTAGE OF TIME SPENT IN THIS ACTIVITY. 5. CJS FARMS LP; NON-INVESTMENT RELATED; DES MOINES, IOWA; LIMITED PARTNER; JANUARY 1982; PERSONAL RENTAL FARM PROPERTY; NO PERCENTAGE OF TIME SPENT IN THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Shreck'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®
None

Experience

Current

July 16, 2014 - Present

JDS INVESTMENT MANAGEMENT

RIA
CRD#: 172214
SALT LAKE CITY, UT
Past

April 16, 2013 - November 22, 2013

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SALT LAKE CITY, UT
Past

March 27, 2013 - November 22, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SALT LAKE CITY, UT
Past

December 3, 2012 - February 28, 2013

WBB SECURITIES, LLC

BD
CRD#: 118440
CRANFORD, NJ

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
Utah
(7/16/2014)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/2/2012
General Securities Representative Examination

Current Firm

JI
JDS INVESTMENT MANAGEMENT
JDS INVESTMENT MANAGEMENT | JDS INVESTMENT MANAGEMENT CORP

CRD#: 172214 / SEC#:

Utah
Registered Investment Advisory firm - (7/16/2014 Approved)
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Contact information

Main Address
Salt Lake City, UT
Mailing Address
Phone number
(801) 703-0693
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 38,635,800

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

JDS INVESTMENT MANAGEMENT

CRD#: 172214Salt Lake City, UT

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