John N. David

BOGART WEALTH

Houston, TX 77024

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CRD#: 7548862

Professional summary

John Nicholas David, who also goes by Jack David, is a registered financial advisor currently at BOGART WEALTH, LLC located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jack David

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 Nicholas David's CRS (Customer Relationship Summary).

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

July 3, 2026 - Present

BOGART WEALTH, LLC

Office #1: 800 Gessner Road, Suite 350, Houston, TX 77024

RIA

CRD#: 283886

Houston, TX

Past

August 15, 2024 - August 17, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Austin, TX

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".

BOGART WEALTH, LLC

ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA

Registered Investment Advisory firm - (6/2/2016 Approved)

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
(7/3/2026)

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

Series 63

Date: 9/16/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/21/2024

Securities Industry Essentials Examination

Current Firm

BOGART WEALTH, LLC

ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA

Registered Investment Advisory firm - (6/2/2016 Approved)

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Contact information

Main Address

2010 Corporate Ridge Suite 900, Mclean, VA 22102

Mailing Address

Phone number

(703) 570-8651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOGART WEALTH 2A BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts	6,117
AUM (Assets Under Management)	$ 2,679,926,911

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 N. David

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nicholas David's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOGART WEALTH, LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BOGART WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/16/2024

Series 7TO

Date: 8/15/2024

SIE

Date: 6/21/2024

Current Firm

BOGART WEALTH, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOGART WEALTH, LLC

TRUST BUT VERIFY

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