John Polovick (CRD# 5755205) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 14 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2022 - Current | 1 |
| Keystone Wealth Services Dba Keystone Private Wealth | Palm Desert, CA | Nov 2022 - Current | 1 |
| Lpl Financial, LLC | Rancho Mirage, CA | Aug 2020 - Nov 2022 | 2 |
| Strategic Wealth Advisors Group | Rancho Mirage, CA | Aug 2020 - Nov 2022 | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jul 2020 | 2 |
| Fidelity Brokerage Services LLC | Palm Desert, CA | Aug 2015 - Jul 2018 | 2 |
| J.p. Morgan Securities LLC | Palm Desert, CA | Oct 2012 - Aug 2015 | 2 |
| Rosatis | La Quinta, CA | Apr 2015 - May 2015 | < 1 |
| Jp Morgan Chase Bank Na | Desert Hot Springs, CA | Jan 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- CA
- TX
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Total Assets Under Management534MILLIONS
-
Total Number of Accounts997ACCOUNTS
-
Average Account Value$535,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, ID, MN, NV, OR, SC, TX, UT, VA, WA
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