JB
John R. Bass
ONE DAY IN JULY LLC
Northampton, MA 01060
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CRD#: 8029907
JB
Professional summary
John Robert Bass is a registered financial advisor currently at ONE DAY IN JULY LLC located in Northampton, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. 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.
John Robert Bass serves as a Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund (located at 4101 Parkstone Heights Dr, Suite 270, Austin, TX 78746), and has done so since 01/2021. Trustees hold elected and unpaid positions, are primarily tasked with an oversight role for the defined benefit pension plan for members of the Austin Fire Department, and have a fiduciary duty to plan members. In concert with the investment consultant, they set the Fund's overall asset allocation and perform manager selection. John Robert Bass devotes up to roughly 10 hours per month to this work; his hours devoted during securities trading hours vary, but in general would be 2-5 hours per month. One Day In July LLC does not believe that John Robert Bass' role on this board represents any conflict of interest to our firm or our clients.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Bass'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 4, 2025 - Present
ONE DAY IN JULY LLC
Office #1: 6 Crafts Ave., Northampton, MA 01060RIA
CRD#: 284335
Northampton, MA
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".
OD
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC | SHELBURNE FIDUCIARY PARTNERS, LLC
CRD#: 284335 / SEC#: 801-113839
RIA
Registered Investment Advisory firm - (8/15/2018 Approved)Massachusetts
Registered Investment Advisory firm - (9/7/2018 Terminated)New Hampshire
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (9/7/2018 Terminated)Vermont
Registered Investment Advisory firm - (9/11/2018 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
Massachusetts(7/21/2025)
IAR
Vermont(2/4/2025)
Current Firm
OD
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC | SHELBURNE FIDUCIARY PARTNERS, LLC
CRD#: 284335 / SEC#: 801-113839
RIA
Registered Investment Advisory firm - (8/15/2018 Approved)Massachusetts
Registered Investment Advisory firm - (9/7/2018 Terminated)New Hampshire
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (9/7/2018 Terminated)Vermont
Registered Investment Advisory firm - (9/11/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
77 College St. #3a, Burlington, VT 05401
Mailing Address
Phone number
(802) 503-8280
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,737 |
| AUM (Assets Under Management) | $ 1,089,449,663 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
