JC
ChFC
JC
ChFC

John Crowther

40 Years of Experience
Paulsboro, NJ
BrokerSells Insurance

John Crowther is a ChFC-designated registered investment advisor at Calton & Associates, INC., based in Paulsboro, NJ, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K

Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.

Loading...

Location

10 West Broad Street, Paulsboro, NJ, 08066

Get directions

History

Regulatory History
Clean regulatory record

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.
October 2008 - Present · 17 yrs 7 mos
Calton & Associates, INC.Broker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Usallianz Securities, INC.Broker
December 2000 - January 2004 · 3 yrs 1 mo
Walnut Street Securities, INC.Broker
June 1996 - December 2000 · 4 yrs 6 mos
North American Management, INC.Broker
January 1989 - June 1996 · 7 yrs 5 mos
Pml Securities CompanyBroker
July 1985 - August 1988 · 3 yrs 1 mo
State Registrations10 states
ALDEFLMDNCNJPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.