John Crowther
John Crowther is a ChFC-designated registered investment advisor at Calton & Associates, INC., based in Paulsboro, NJ, with 40 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
10 West Broad Street, Paulsboro, NJ, 08066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an officer at Spartan Planning Agency, Inc., where he sells various insurance products full-time. He also is a partner in rental properties and a board member for the Paulsboro Chamber of Commerce, dedicating minimal time to each.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Usallianz Securities, INC.Broker
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
Pml Securities CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- James Crowther, ChFCCalton & Associates, INC.