JS
JS

John Shryack

37 Years of Experience
Dallas, TX
7 Disclosures

John Shryack is a registered investment advisor at Js Wealth Investment Group, based in Dallas, TX, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6 clients with $7.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.5M

Fee Structure

Investment management only (planning not offered)

JS Wealth Investment Group charges a negotiable annual fee for managing your investments, paid monthly. The general fee range is 0.25% to 2.75%, depending on the level of service and the number of accounts you have. This fee is negotiable. If JS Wealth helps you select other money managers, they will charge you a fee, a portion of which comes to JS Wealth as a referral, but the total fee will never exceed 2.75%.

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Location

Dallas, TX

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2008
Final
Regulatory
May 1996
Final
Customer Dispute
March 1996
Settled
Regulatory
December 1995
Final
Customer Dispute
November 1995
Settled
Customer Dispute
September 1995
Settled
Regulatory
December 1994
Final
Employment History
Current Registrations
Js Wealth Investment Group
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Milkie/ferguson Investments, INC.
August 2011 - June 2012 · 10 mos
Milkie/ferguson Investments, INC.Broker
June 2008 - June 2012 · 4 yrs
Fox & Company Investments INC.Broker
December 1996 - June 2008 · 11 yrs 6 mos
Barron Chase Securities, INC.Broker
September 1995 - November 1996 · 1 yr 2 mos
H.J. Meyers & CO., INC.Broker
February 1994 - September 1995 · 1 yr 7 mos
Reynolds Kendrick Stratton, INC.Broker
June 1993 - February 1994 · 8 mos
Chelsea Street Securities, INC.Broker
April 1991 - June 1993 · 2 yrs 2 mos
Whale Securities CO., L.P.Broker
November 1990 - April 1991 · 5 mos
The Stuart-James Company, IncorporatedBroker
March 1989 - November 1990 · 1 yr 8 mos
Crt Government Securities, LTD.Broker
January 1988 - February 1989 · 1 yr 1 mo
State Registrations1 state
TX
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.