John M. Shubert
Professional summary
John Marc Shubert, who also goes by John M Shubert, is a registered financial advisor currently at BLUE GRANITE CAPITAL, LLC located in Orlando, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. John has worked at 16 firms and has passed the Series 63, SIE, Series 7, Series 26, Series 53, Series 27, Series 4 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Marc Shubert's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2018 - Present
BLUE GRANITE CAPITAL, LLC
January 23, 2018 - July 3, 2018
CBIZ INVESTMENT ADVISORY SERVICES, LLC
April 18, 2002 - July 3, 2018
CBIZ FINANCIAL SOLUTIONS, INC.
March 20, 2001 - July 3, 2018
CBIZ FINANCIAL SOLUTIONS, INC.
November 24, 1998 - July 7, 1999
CORPORATE BENEFITS ASSET MANAGEMENT, INC.
August 31, 1994 - February 3, 1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
August 31, 1994 - February 3, 1998
OSAIC FA, INC.
February 28, 1994 - August 15, 1994
QUICK & REILLY, INC.
June 7, 1993 - February 4, 1994
NATIONSSECURITIES
April 5, 1993 - June 7, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 30, 1992 - February 24, 1993
CITIGROUP GLOBAL MARKETS INC.
January 4, 1991 - March 17, 1992
FSC SECURITIES CORPORATION
June 4, 1987 - January 4, 1991
SHUBERT RIZOR SECURITIES, INC.
February 17, 1987 - March 4, 1991
INTERNATIONAL ASSETS ADVISORY, LLC
November 7, 1983 - March 6, 1987
PRUDENTIAL EQUITY GROUP, LLC
October 29, 1979 - December 15, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 5, 1979 - November 12, 1979
THOMSON MCKINNON SECURITIES INC.
Primary Firm SEC Registration
BLUE GRANITE CAPITAL, LLC
CRD#: 125607 / SEC#: 801-135757
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2018)
Exams
What does exam status mean?
Series 26
Passed: 9/25/1998
Current Firm
BLUE GRANITE CAPITAL, LLC
CRD#: 125607 / SEC#: 801-135757
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 108,773,163 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
