John Kjerulf (CRD# 6734313) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stockton, CA and has over 7 years of experience in the finance industry.
CRD# 5413
Stifel, Nicolaus & Company, Incorporated
CRD# 1833654
Lpl Financial LLC
CRD# 2449534
Securities America Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Stockton, CA | Oct 2021 - Current | 2 |
Securities America Advisors | Stockton, CA | Oct 2021 - Current | 2 |
Edward Jones | St Louis, MO | Dec 2016 - Oct 2021 | 4 |
Kjerulf Law | Seattle, WA | May 2014 - Dec 2016 | 2 |
University Of Washington | Seattle, WA | Dec 2015 - Feb 2016 | < 1 |
Camano Animal Shelter Association | Camano Island, WA | Mar 2015 - May 2015 | < 1 |
Quid Pro Quo LLC | Seattle, WA | Feb 2015 - Apr 2015 | < 1 |
New Caps LLC | Seattle, WA | Aug 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- CA
- WA
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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