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JB

John J. Barada

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CRD#: 803669
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John J Barada, who also goes by John James Barada III, John James Barada, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1975. John had worked at 13 firms and has passed the SIE, Series 1, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John James Barada Iii | John James Barada

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.
1) Name of OBA - Title/Duties: Insurance products other than those offered through Guardian and its subsidiaries Address: 5121 Quail Creek Estates Court, Saint Louis, MO, 63128 Start Date: 11/22/1972 Number of hours per month & number of hours during normal business hours: 60+ per month, 15-20 during normal business hours Investment related or non investment related: Investment related

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 18, 2022 - September 14, 2022

PARK AVENUE INVESTMENT ADVISORY, LLC

RIA
CRD#: 310203
St Louis, MO
Past

January 4, 2017 - April 19, 2017

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Saint Louis, MO
Past

January 7, 2011 - May 31, 2016

SII INVESTMENTS, INC.

RIA
CRD#: 2225
MORTON, IL
Past

January 7, 2011 - May 31, 2016

SII INVESTMENTS, INC.

BD
CRD#: 2225
MORTON, IL
Past

May 5, 2005 - December 31, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
ST. LOUIS, MO
Past

May 5, 2005 - December 31, 2010

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
ST. LOUIS, MO
Past

April 15, 2002 - April 20, 2005

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
CHESTERFIELD, MO
Past

February 28, 2002 - April 20, 2005

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

October 9, 1998 - February 25, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 5, 1994 - October 1, 1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

December 5, 1994 - October 1, 1998

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

May 4, 1990 - December 1, 1994

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

July 28, 1987 - January 25, 1989

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
Past

October 12, 1983 - May 1, 1990

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

August 11, 1978 - September 21, 1983

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

January 14, 1975 - January 31, 1979

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611

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".
PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC

CRD#: 310203 / SEC#: 801-119560

RIA
Registered Investment Advisory firm - (9/30/2020 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 5/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 1/9/1975
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PA
PARK AVENUE INVESTMENT ADVISORY, LLC
GUARDIAN ADVISORY SERVICES LLC | WESTPAC WEALTH PARTNERS | PARK AVENUE INVESTMENT ADVISORY, LLC | PARK AVENUE INVESTMENT ADVISORY | ONE WEALTH MANAGEMENT FINANCIAL AND INSURANCE SERVICES, INC. | GUARDIAN STRATEGIC ADVISORS | GUARDIAN ADVISORY SERVICES, LLC

CRD#: 310203 / SEC#: 801-119560

RIA
Registered Investment Advisory firm - (9/30/2020 Approved)
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Contact information


Main Address
10 Hudson Yards, New York, NY 10001
Mailing Address
Phone number
(800) 879-6934
Established
Firm type
Fiscal year end
# of Employees
87

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARK AVENUE INVESTMENT ADVISORY WRAP BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts362
AUM (Assets Under Management)$ 98,287,453

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2022
Cover Page

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.

Company Information


PARK AVENUE INVESTMENT ADVISORY, LLC

CRD#: 310203

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