JS
John A. Staton
BLUESKY WEALTH ADVISORS
New Bern, NC 28562
Some features on this profile are disabled
CRD#: 7825997
JS
Professional summary
John A. Staton, who also goes by John Staton, is a registered financial advisor currently at BLUESKY WEALTH ADVISORS, LLC located in New Bern, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Staton
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.
RENTAL PROPERTY - NOT INVESTMENT RELATED - ADDRESS: 107 SEASIDE LANE, VIRGINIA BEACH , VA 23462 - OWNER/ LANDLORD - START DATE: 12/2017 - 0 -2 HRS / WEEK
CRS (Client Relationship Summary) - RIA
Click below to view John A. Staton'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
January 5, 2024 - Present
BLUESKY WEALTH ADVISORS, LLC
Office #1: 2131 S Glenburnie Road Suite 8, New Bern, NC 28562RIA
CRD#: 116760
New Bern, NC
Past
November 29, 2023 - December 13, 2023
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
RALEIGH, NC
Past
November 16, 2023 - December 13, 2023
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
RALEIGH, NC
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".
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 Terminated)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
North Carolina(1/5/2024)
IAR
Texas(10/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2131 S Glenburnie Road Suite 8, New Bern, NC 28562
Mailing Address
Phone number
(252) 633-0107
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,608 |
| AUM (Assets Under Management) | $ 849,834,692 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/26/2024 | ||
| 07/28/2023 |
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.
