JA
John E. Albrecht
SJHL FINANCIAL GROUP
Manhattan, KS 66503
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CRD#: 7222773
JA
Professional summary
John Eran Albrecht is a registered financial advisor currently at SJHL FINANCIAL GROUP located in Manhattan, Kansas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. 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.
Partner and CPA, with Swindoll, Janzen, Hawk & Loyd, LLC (CPA Firm) located at: 123 S. Main Street, McPherson, KS 67460; start date: 12/2019; non-investment-related; Spends approximately 120 hrs./month on this activity and duties include oversight of tax compliance projects and preparation of tax projections and plans.
CRS (Client Relationship Summary) - RIA
Click below to view John Eran Albrecht'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
February 3, 2020 - Present
SJHL FINANCIAL GROUP
Office #1: 2627 Kfb Plaza, Suite 206w, Manhattan, KS 66503RIA
CRD#: 285946
Manhattan, KS
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".
SF
SJHL FINANCIAL GROUP
SJHL FINANCIAL GROUP | SJHL FINANCIAL SERVICES, LLC
CRD#: 285946 / SEC#: 801-126251
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Kansas
Registered Investment Advisory firm - (8/5/2022 Terminated)Texas
Registered Investment Advisory firm - (8/5/2022 Terminated)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
Kansas(2/3/2020)
Exams
Current Firm
SF
SJHL FINANCIAL GROUP
SJHL FINANCIAL GROUP | SJHL FINANCIAL SERVICES, LLC
CRD#: 285946 / SEC#: 801-126251
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Kansas
Registered Investment Advisory firm - (8/5/2022 Terminated)Texas
Registered Investment Advisory firm - (8/5/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 South Main St., Mcpherson, KS 67460
Mailing Address
P.o. Box 1337, Mcpherson, KS 67460
Phone number
(620) 241-1826
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 846 |
| AUM (Assets Under Management) | $ 138,651,427 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SJHL FINANCIAL GROUP
CRD#: 285946Manhattan, KS 66503TRUST BUT VERIFY
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