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JS

John J. Schaffer

ABUNDANCE WEALTH COUNSELORS
State College, PA 16801
Some features on this profile are disabled
CRD#: 6291332
JS

Professional summary

John James Schaffer, CPWA® is a registered financial advisor currently at ABUNDANCE WEALTH COUNSELORS, LLC located in State College, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John James Schaffer'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®
CPWA®

Certified Private Wealth Advisor

Start date: 2019-04-03

Expire date: 2023-03-31

Experience

Current

November 12, 2014 - Present

ABUNDANCE WEALTH COUNSELORS, LLC

Office #1: 232 Regent Court, State College, PA 16801
RIA
CRD#: 111740
State College, PA

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".
AW
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC

CRD#: 111740 / SEC#: 801-60373

RIA
Registered Investment Advisory firm - (6/25/2001 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
Pennsylvania
(11/12/2014)

Exams

Current Firm

AW
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC

CRD#: 111740 / SEC#: 801-60373

RIA
Registered Investment Advisory firm - (6/25/2001 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
232 Regent Court, State College, PA 16801
Mailing Address
Phone number
(814) 861-3810
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (15 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

Regulatory assets under management

Total Number of Accounts1,711
AUM (Assets Under Management)$ 1,564,033,885

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

ABUNDANCE WEALTH COUNSELORS, LLC

CRD#: 111740State College, PA 16801

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