John W. Blunt

SELVA EQUITIES

Austin, TX

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CRD#: 7498202

Professional summary

John Wallace Blunt III is a registered financial advisor currently at SELVA EQUITIES, LLC located in Austin, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 1 firm and has passed the Series 65, Series 34 and Series 3 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Wallace Blunt III'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®

None

Experience

Current

March 22, 2022 - Present

SELVA EQUITIES, LLC

RIA

CRD#: 318779

Austin, TX

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

Texas
(3/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 34

Date: 11/23/2010

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 6/9/2010

National Commodity Futures Examination

Current Firm

SELVA EQUITIES, LLC

CRD#: 318779 / SEC#:

Texas

Registered Investment Advisory firm - (3/22/2022 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 545-9862

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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John W. Blunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Wallace Blunt III's CRS (Customer Relationship Summary).

Certified licenses

Experience

SELVA EQUITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2020

Series 34

Date: 11/23/2010

Series 3

Date: 6/9/2010

Current Firm

SELVA EQUITIES, LLC

Contact information

Documents

Red Flags

Company Information

SELVA EQUITIES, LLC

TRUST BUT VERIFY

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