John P. Foster
Professional summary
John Patrick Foster, who also goes by Jp Foster, is a registered financial advisor currently at CONSCIOUS WEALTH INVESTMENTS, LLC located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Foster's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2022 - Present
CONSCIOUS WEALTH INVESTMENTS, LLC
Office #1: 3225 Cumberland Blvd Se Suite 100, Atlanta, GA 30339December 14, 2021 - July 21, 2022
RAYMOND JAMES & ASSOCIATES, INC.
October 18, 2021 - July 21, 2022
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
CONSCIOUS WEALTH INVESTMENTS, LLC
CRD#: 319143 / SEC#: 801-123510
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2022)
Exams
Series 7TO
Date: 10/18/2021
General Securities Representative ExaminationCurrent Firm
CONSCIOUS WEALTH INVESTMENTS, LLC
CRD#: 319143 / SEC#: 801-123510
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 475 |
| AUM (Assets Under Management) | $ 272,797,562 |
Red Flags
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