John Patrick Niebauer Iv
Professional Summary
John Patrick Niebauer IV, who also goes by Jp Niebauer IV, John Patrick Niebauer, is a registered financial advisor currently at EQUITTA ADVISORS LLC located in Erie, Pennsylvania. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jp Niebauer Iv, John Patrick Niebauer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EQUITTA ADVISORS LLC
Contact Information
Main Address
220 Mill Street Ste #23, Milford, OH 45150Phone Number
(844) 369-3961# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
754AUM (Assets Under Management)
$111,911,922Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/18/2023)
(4/18/2023)
(4/19/2023)
(9/21/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Niebauer IV's CRS (Customer Relationship Summary).
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