JF
JF
John Fahnestock
38 Years of Experience
Eagle, ID
1 Disclosure
John Fahnestock is a registered investment advisor at Q3 Asset Management Corporation, based in Eagle, ID, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,456 clients with $730M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
3,456 clients
Average Client Portfolio
$210K average
Assets Under Management
$727.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
Eagle, ID
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2007Denied
Employment History
Current Registrations
Q3 Asset Management Corporation
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Gwn Securities INC.Broker
January 2016 - October 2023 · 7 yrs 9 mos
Gwn Securities INC.
January 2016 - October 2023 · 7 yrs 9 mos
Sterne Agee Investment Advisor Services, INC.
January 2015 - January 2016 · 1 yr
Sterne Agee Financial Services, INC.Broker
September 2014 - December 2015 · 1 yr 3 mos
Sterne Agee Investment Advisor Services, INC.
October 2011 - January 2015 · 3 yrs 3 mos
Wrp Investments, INC.Broker
August 2011 - September 2014 · 3 yrs 1 mo
Financial Advisers of America, LLC
January 2010 - August 2011 · 1 yr 7 mos
Financial Advisers of America, LLCBroker
January 2010 - August 2011 · 1 yr 7 mos
Next Financial Group, INC.
June 2002 - December 2009 · 7 yrs 6 mos
Bts Asset Management, INC.
May 2002 - December 2002 · 7 mos
Next Financial Group, INC.Broker
January 2000 - December 2009 · 9 yrs 11 mos
Securities Service Network, INC.Broker
March 1997 - December 1999 · 2 yrs 9 mos
Guardian Investor Services CorporationBroker
April 1994 - March 1997 · 2 yrs 11 mos
Guardian Investor Services CorporationBroker
May 1992 - March 1994 · 1 yr 10 mos
Mony Securities CORP.Broker
October 1987 - May 1992 · 4 yrs 7 mos
The Mutual Life Insurance Company of New YorkBroker
October 1987 - October 1990 · 3 yrs
State Registrations1 state
ID
Advisor
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.