JS
JS

John Shrewsbury

36 Years of Experience
Alexander, AR
BrokerSells Insurance

John Shrewsbury is a registered investment advisor at Independent Advisor Alliance, LLC, based in Alexander, AR, with 36 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.

Loading...

Location

4756 Brent Parkway, Alexander, AR, 72002

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 affiliated with Independent Advisor Alliance as a Registered Investment Advisor and uses GenWealth Financial Advisors as a DBA. He also owns GenWealth Insurance Services LLC and spends about half of his time providing investment advisory services through Independent Advisor Alliance, and also sells non-variable insurance products.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
September 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
July 2005 - Present · 21 yrs
Previous Registrations
Genwealth Financial Advisors, LLC
August 2007 - December 2022 · 15 yrs 4 mos
LPL Financial LLC
November 2006 - January 2023 · 16 yrs 2 mos
PFS Investments INC.Broker
January 1990 - July 2005 · 15 yrs 6 mos
State Registrations39 states
AKALARAZCACOCTFLGAIAILINKSKYLAMAMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCTNTXWAWIWY
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.