John P. Thayer
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 Parker Thayer, CFP® was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1986. John had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 1, 2020 - March 25, 2021
WHITNELL & CO
August 24, 2020 - May 22, 2025
ASSOCIATED INVESTMENT SERVICES, INC.
November 26, 2013 - May 22, 2025
ASSOCIATED INVESTMENT SERVICES, INC.
January 15, 2010 - May 22, 2025
KELLOGG ASSET MANAGEMENT, LLC
August 23, 2000 - November 9, 2011
ASSOCIATED INVESTMENT SERVICES, INC.
September 22, 1997 - November 12, 1998
TRUIST INVESTMENT SERVICES, INC.
March 25, 1991 - July 22, 1997
THE HUNTINGTON INVESTMENT COMPANY
March 10, 1987 - September 10, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 23, 1986 - March 25, 1987
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WHITNELL & CO
CRD#: 104633 / SEC#: 801-36433
Contact information
Red Flags
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