JB
John E. Blackmon
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CRD#: 6842028
JB
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Earl Blackmon Jr., who also goes by John Earl Blackmon, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2018. John had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
John Earl Blackmon
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.
1) AVIZO GROUP, INC.; POSITION: Shareholder NATURE: CPA firm providing accounting audit, tax, and advisory services INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2019 ADDRESS: 806 North Section St., Fairhope AL 36532, United States DESCRIPTION: Tax and advisory services 2) AVIZO GROUP, INC./ BILLPAY SERVICE POSITION: Authorized Check signer NATURE: Bill pay services for clients INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 806 North Section St., Fairhope AL 36532, United States DESCRIPTION: I am one of the parties along with my client representatives who can authorize, approve and pay bills through Bill.com 3) TAYLOR HBK PROPERTIES, LLC POSITION: Member NATURE: The sole purpose of this entity was to hold property that Avizo Group, Inc. CPAs leases from the LLC. It was Dissolved 10/01/2022. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2006 ADDRESS: 806 North Section St., Fairhope AL 36532, United States DESCRIPTION: Member 4) PRODISEE PANTRY, INC. POSITION: Advisory Board Member NATURE: Prodisee Pantry is an emergency disaster relief organization providing basic food and other necessities to families in need. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 6530 Spanish Fort Blvd., Spanish Fort AL 36527, United States DESCRIPTION: As an Advisor Board Member I'm largely inactive as it relates to this charitable organization although I support it and am a Donor. 5) THE UNIVERSITY OF SOUTH ALABAMA NATIONAL ALUMNI ASSOCIATION POSITION: Board Member NATURE: The USA National Alumni Association promotes alumni relations with the University of South Alabama and it's alumni. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2016 ADDRESS: 100 Alumni Drive, Mobile AL 36688, United States DESCRIPTION: As a Board member. I also serve on the Marketing and Membership Committee. 6) JAGS IMPACT, INC. POSITION: Board member/Treasurer NATURE: A not-for-profit corporation formed 11/1/22 for the use of NIL (name/image/likeness) to serve the local community and student athletes at the University of South Alabama. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/09/2023 ADDRESS: 104 Conway Dr. W, Mobile AL 36608, United States DESCRIPTION: Board member/ Treasurer 7) HBK PROPERTIES, LLC POSITION: Member NATURE: The sole purpose of this entity is to hold property that Avizo Group, Inc. CPAs leases from the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2002 ADDRESS: 806 North Section St., Fairhope AL 36532, United States DESCRIPTION: Member 8) LUCA SPRINGER TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 806 North Section St., Fairhope AL 36532, United States DESCRIPTION: N/A none
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
February 11, 2020 - October 24, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Fairhope, AL
Past
November 19, 2018 - October 24, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Fairhope, AL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
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Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
