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JL

John B. Loveday

TSG ADVICE PARTNERS
COLUMBUS, OH 43219
Some features on this profile are disabled
CRD#: 6792527
JL

Professional summary

John Bennett Loveday, CFP® is a registered financial advisor currently at TSG ADVICE PARTNERS, LLC located in Columbus, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 2 firms .

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.
INSURANCE LICENSED IMPLEMENTED THROUGH COLLABORATIVE INSURANCE PARTNERS; SAME LOCATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bennett Loveday'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®
CFP®

Certified Financial Planner

Experience

Current

November 10, 2020 - Present

TSG ADVICE PARTNERS, LLC

Office #1: 4449 Easton Way Suite 200, Columbus, OH 43219
RIA
CRD#: 305999
COLUMBUS, OH
Past

April 2, 2020 - December 4, 2020

COLLABORATIVE FINANCIAL PARTNERS LLC

RIA
CRD#: 289444
COLUMBUS, OH

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".
TA
TSG ADVICE PARTNERS, LLC
ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC

CRD#: 305999 / SEC#: 801-117566

RIA
Registered Investment Advisory firm - (10/29/2019 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
Ohio
(11/10/2020)

Exams

Current Firm

TA
TSG ADVICE PARTNERS, LLC
ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC

CRD#: 305999 / SEC#: 801-117566

RIA
Registered Investment Advisory firm - (10/29/2019 Approved)
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Contact information

Main Address
4449 Easton Way Suite 200, Columbus, OH 43219
Mailing Address
254 S. Grubb Street, Columbus, OH 43215
Phone number
(614) 697-2750
Established
Firm type
Fiscal year end
# of Employees
17

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

DISCLOSURE BROCHURE FOR TSG ADVICE PARTNERS, LLC (9/11/2025)

Regulatory assets under management

Total Number of Accounts3,410
AUM (Assets Under Management)$ 762,215,226

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

TSG ADVICE PARTNERS, LLC

CRD#: 305999Columbus, OH 43219

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