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JR

John F. Ramsbacher

CUMULUS ADVISORS LLC
San Francisco, CA
Some features on this profile are disabled
CRD#: 6481092
JR

Professional summary

John F Ramsbacher is a registered financial advisor currently at CUMULUS ADVISORS LLC located in San Francisco, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm and has passed the Series 65 exam.

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.
RAMSBACHER PROKEY LEONARD LLP NON INVESTMENT-RELATED 111 W. ST. JOHN STREET, SUITE #1200, SAN JOSE, CA 95113 ATTORNEYS AT LAW ROLE: OF COUNSEL START DATE: 01/2015 HOURS/MONTH: 2 HOURS/TRADING HOURS: 2 I PROVIDE INDIVIDUALIZED SOLUTIONS IN SOPHISTICATED ESTATE, GIFT AND CHARITABLE TAX PLANNING AS WELL AS ASSIST CLIENTS WITH TRUST AND PROBATE ADMINISTRATION ORYX PARTNERS, LLC & ORYX CAPITAL PARTNERS, LLC. NON-INVESTMENT RELATED 3201 DANVILLE BLVD., #265 ALAMO, CA 95407 ROLE: CO-FOUNDER; REAL ESTATE DEVELOPER START DATE: MAY 2013 HOURS/MONTH: 5 HOURS/TRADING HOURS: 2 OVERSEE EXISTING REAL ESTATE PROJECTS AND CORPORATE GOVERNANCE A&A HEALTH SERVICES LLC & ALAMO HEALTH MANAGEMENT LLC NON-INVESTMENT RELATED 3201 DANVILLE BLVD., #265 ALAMO, CA 95407 ROLE: CO-FOUNDER; CHIEF OF STRATEGY AND GROWTH START DATE: JANUARY 2019 HOURS/MONTH: 70 HOURS/TRADING HOURS: 20 OVERSEE COMPANY GROWTH IN PURCHASING AND OPERATING MENTAL HEALTH FACILITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John F Ramsbacher'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

March 5, 2019 - Present

CUMULUS ADVISORS LLC

RIA
CRD#: 221521
San Francisco, CA
Past

February 8, 2016 - December 31, 2018

CUMULUS ADVISORS LLC

RIA
CRD#: 221521
San Francisco, CA
Past

June 5, 2015 - December 31, 2015

CUMULUS ADVISORS LLC

RIA
CRD#: 221521
SAN FRANCISCO, CA

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
(3/5/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/2015
Uniform Investment Adviser Law Examination

Current Firm

CA
CUMULUS ADVISORS LLC
CUMULUS ADVISORS LLC

CRD#: 221521 / SEC#:

California
Registered Investment Advisory firm - (3/5/2019 Approved)
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Contact information

Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 235-9827
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

CUMULUS ADVISORS LLC

CRD#: 221521San Francisco, CA

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