John Bevilacqua

PERSONAL WEALTH MANAGEMENT ADVISORS

Dublin, OH 43017

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CRD#: 811408

Professional summary

John Bevilacqua JR is a registered financial advisor currently at PERSONAL WEALTH MANAGEMENT ADVISORS, INC. located in Dublin, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

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.

FACULTY MEMBER, FRANKLIN UNIVERSITY, COLUMBUS OHIO (ADJUNCT FACULTY) EMPLOYEE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bevilacqua JR'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®

None

Experience

Current

December 19, 2005 - Present

PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

Office #1: 6001 Tain Drive Suite 104, Dublin, OH 43017Office #2: 6001 Tain Drive Suite 104, Dublin, OH 43017

RIA

CRD#: 135588

Dublin, OH

Past

December 22, 2000 - August 16, 2002

WEBER FULTON & FELMAN INVESTMENT COUNSEL, LLC

RIA

CRD#: 108774

PEPPER PIKE, OH

Past

July 19, 2000 - August 11, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

January 29, 1999 - July 6, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

December 21, 1994 - March 10, 1999

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

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

Ohio
(12/19/2005)

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

IAR

Series 65

Date: 5/4/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/1994

General Securities Representative Examination

Current Firm

PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

CRD#: 135588 / SEC#:

Ohio

Registered Investment Advisory firm - (7/7/2005 Approved)

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Contact information

Main Address

6001 Tain Drive Suite 104, Dublin, OH 43017

Mailing Address

Phone number

(614) 336-7962

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 40,044,425

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John Bevilacqua

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bevilacqua JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

WEBER FULTON & FELMAN INVESTMENT COUNSEL, LLC

J.C. BRADFORD & CO.

J.C. BRADFORD & CO.

FIFTH THIRD SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/1998

Series 63

Date: 7/10/1995

Series 7

Date: 12/20/1994

Current Firm

PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

TRUST BUT VERIFY

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