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JS

John E. Steinbock

DYNAMIC MARKET ADVANTAGE
Louisville, KY 40245
Some features on this profile are disabled
CRD#: 6916710
JS

Professional summary

John Edmund Unger Steinbock, who also goes by John Edmund Steinbock, John Edmund Unger Steinbock, John Steinbock, is a registered financial advisor currently at DYNAMIC MARKET ADVANTAGE, LLC located in Louisville, Kentucky.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Edmund Steinbock | John Edmund Unger Steinbock | John Steinbock

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 Edmund Unger Steinbock'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®
None

Experience

Current

December 8, 2022 - Present

DYNAMIC MARKET ADVANTAGE, LLC

Office #1: 2020 High Wickham Place Suite 200, Louisville, KY 40245
RIA
CRD#: 323540
Louisville, KY
Past

May 31, 2018 - June 30, 2023

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
Louisville, KY
Past

April 26, 2018 - December 21, 2022

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
Louisville, KY

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".
DM
DYNAMIC MARKET ADVANTAGE, LLC
DYNAMIC MARKET ADVANTAGE | DYNAMIC MARKET ADVANTAGE, LLC

CRD#: 323540 / SEC#: 801-126816

RIA
Registered Investment Advisory firm - (11/2/2022 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
Kentucky
(12/8/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/26/2018
General Securities Representative Examination

Current Firm

DM
DYNAMIC MARKET ADVANTAGE, LLC
DYNAMIC MARKET ADVANTAGE | DYNAMIC MARKET ADVANTAGE, LLC

CRD#: 323540 / SEC#: 801-126816

RIA
Registered Investment Advisory firm - (11/2/2022 Approved)
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Contact information

Main Address
2020 High Wickham Place Suite 200, Louisville, KY 40245
Mailing Address
Phone number
(502) 813-2100
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 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

DMA ADV PART 2A DISCLOSURE BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts1,302
AUM (Assets Under Management)$ 361,877,303

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

DYNAMIC MARKET ADVANTAGE, LLC

CRD#: 323540Louisville, KY 40245

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