JA
John M. Adair
PATTON ALBERTSON MILLER GROUP
Atlanta, GA 30326
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CRD#: 7113040
JA
Professional summary
John Martin Adair is a registered financial advisor currently at PATTON ALBERTSON MILLER GROUP, LLC located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. 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.
CRS (Client Relationship Summary) - RIA
Click below to view John Martin Adair'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®
NoneExperience
Current
May 31, 2019 - Present
PATTON ALBERTSON MILLER GROUP, LLC
Office #1: 3340 Peachtree Rd Ne Suite 2320, Atlanta, GA 30326RIA
CRD#: 281558
Atlanta, GA
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".
PA
PATTON ALBERTSON MILLER GROUP, LLC
ANTHONY SMITH ADVISORS, INC | PROVIDENT TRUST COMPANY | PROVIDENT FIDUCIARY SERVICES LLC | PATTON ALBERTSON MILLER GROUP, LLC | PATTON ALBERTSON & MILLER | PAM FIDUCIARY SERVICES LIMITED, LLC (PFSL)
CRD#: 281558 / SEC#: 801-106877
RIA
Registered Investment Advisory firm - (10/20/2015 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
Georgia(5/31/2019)
Exams
Current Firm
PA
PATTON ALBERTSON MILLER GROUP, LLC
ANTHONY SMITH ADVISORS, INC | PROVIDENT TRUST COMPANY | PROVIDENT FIDUCIARY SERVICES LLC | PATTON ALBERTSON MILLER GROUP, LLC | PATTON ALBERTSON & MILLER | PAM FIDUCIARY SERVICES LIMITED, LLC (PFSL)
CRD#: 281558 / SEC#: 801-106877
RIA
Registered Investment Advisory firm - (10/20/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
605 Chestnut Street Suite 900, Chattanooga, TN 37450
Mailing Address
Phone number
(423) 414-2100
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,608 |
| AUM (Assets Under Management) | $ 1,542,703,568 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/20/2024 | ||
| 10/24/2023 | ||
| 11/23/2022 |
Red Flags
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