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John Power

Equity Investment CORP
31 Years of Experience
Atlanta, GA
Broker
View SEC Summary
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John Power is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 31 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 High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.

Equity Investment CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,761 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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.

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Other Business Activities

John is the Director of Sales and Distribution at Equity Investment Corporation, managing internal and external sales and marketing efforts. This activity takes nearly full-time, with more time spent during trading hours.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 10 yrs
Foreside Funds Distributors LLCBroker
October 2013 - Present · 13 yrs
Previous Registrations
Jfb Holdings CORP
November 2013 - October 2017 · 3 yrs 11 mos
Invesco Advisers, INC.
January 2010 - June 2013 · 3 yrs 5 mos
Invesco Aim Private Asset Management, INC.
February 2006 - January 2010 · 3 yrs 11 mos
Invesco Distributors, INC.Broker
January 2006 - June 2013 · 7 yrs 5 mos
At Investor Services, INC.Broker
July 2005 - January 2006 · 6 mos
Amvescap Services, INC.Broker
July 1999 - July 2005 · 6 yrs
Invesco Distributors, INC.Broker
November 1997 - December 1997 · 1 mo
Invesco Services, INC.Broker
May 1996 - September 1997 · 1 yr 4 mos
Lpm Investment Services, INCBroker
October 1993 - March 1996 · 2 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
January 1988 - May 1989 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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