John Medaris is a ChFC-designated registered investment advisor, based in Indianapolis, IN, with 36 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8250 Haverstick Road, Suite 280, Indianapolis, IN, 46240
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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 independent insurance agent for various independent insurance companies through Medaris Financial Management, Inc, dedicating minimal time. He is also an advisory representative of a RIA through CIRA, taking about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Proequities, INC.Broker
Intersecurities, INC.Broker
Programmed Equities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations10 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
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