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JA

John C. Aprill

EVERETT HARRIS & CO
Charlotte, NC 28203
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CRD#: 6138482
JA

Professional summary


John Christian Aprill, who also goes by Chris Aprill, is a registered financial advisor currently at EVERETT HARRIS & CO located in Charlotte, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Aprill

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Christian Aprill's CRS (Customer Relationship Summary).
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

November 28, 2012 - Present

EVERETT HARRIS & CO

Office #1: 307 W. Tremont Avenue, Suite 200, Charlotte, NC 28203
RIA
CRD#: 106830
Charlotte, NC

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".
EH
EVERETT HARRIS & CO
EVERETT HARRIS & CO

CRD#: 106830 / SEC#: 801-853

RIA
Registered Investment Advisory firm - (11/1/1940 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
California
(6/9/2017)
IAR
North Carolina
(11/28/2012)

Exams


Current Firm


EH
EVERETT HARRIS & CO
EVERETT HARRIS & CO

CRD#: 106830 / SEC#: 801-853

RIA
Registered Investment Advisory firm - (11/1/1940 Approved)
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Contact information


Main Address
801 South Figueroa Street Suite 2050, Los Angeles, CA 90017
Mailing Address
Phone number
(213) 625-2677
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERETT HARRIS & CO. ADV PART 2 (2/6/2025)

Regulatory assets under management


Total Number of Accounts1,884
AUM (Assets Under Management)$ 10,897,570,758

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


EVERETT HARRIS & CO

CRD#: 106830Charlotte, NC 28203

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