JS
John M. Somerville
SOMERVILLE ASSOCIATES
Farmington Hills, MI
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CRD#: 7500504
JS
Professional summary
John Marshall Somerville is a registered financial advisor currently at SOMERVILLE ASSOCIATES located in Farmington Hills, Michigan.
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 exam.
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.
Creative Edge Partners, LLC Non-Investment Related 35149 Glengary Circle, Farmington Hills, MI 48331 Marketing & Advertising Agency President/Owner Business Established as an LLC in February, 2010. Became full-time employment in August, 2016. 80 Hours devoted to this business per month total My responsibilities include client management, graphic design, website development, video production, digital advertising, and strategic marketing planning. 60 Hours devoted to this business per month during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view John Marshall Somerville'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 1, 2022 - Present
SOMERVILLE ASSOCIATES
RIA
CRD#: 124214
Farmington Hills, MI
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
Michigan(2/1/2022)
Current Firm
SA
SOMERVILLE ASSOCIATES
FINANSENSE, INC. | SOMERVILLE ASSOCIATES
CRD#: 124214 / SEC#:
Michigan
Registered Investment Advisory firm - (2/26/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bloomfield Hills, MI
Mailing Address
Phone number
(248) 538-3779
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 44,775,536 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 08/23/2024 | ||
| 08/26/2023 |
Red Flags
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