John Underhill
Professional summary
John Underhill, CFP®, who also goes by John Robert Underhill, John Underhill, is a registered financial advisor currently at ACORN & OAK WEALTH MANAGEMENT located in Raleigh, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Underhill's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
May 3, 2021 - Present
ACORN & OAK WEALTH MANAGEMENT
Office #2: 9121 Anson Way, Suite 200, Raleigh, NC 27615May 1, 2020 - April 30, 2021
NORTHWEST ASSET MANAGEMENT
February 3, 2014 - May 4, 2020
EDWARD JONES
November 18, 2013 - May 4, 2020
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/3/2021)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
ACORN & OAK WEALTH MANAGEMENT
CRD#: 313322 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 38,416,682 |
Red Flags
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