JJ
ChFC
JJ
ChFC

John Jaicks

33 Years of Experience
Beachwood, OH
1 DisclosureBroker

John Jaicks is a ChFC-designated registered investment advisor at International Assets Advisory, LLC, based in Beachwood, OH, with 33 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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History

Regulatory History (1)
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.
Customer Dispute
April 2000
Settled
Other Business Activities

John is a financial advisor with S3 Retirement Planning since 2018 and a member/manager of Silver Creek Management, LLC since 2018, dedicating about 10-20% of his time to the latter. He is also a registered representative of International Assets Advisory, LLC, spending about 10% of his time on this role during trading hours.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
June 2018 - Present · 8 yrs 3 mos
Oneseven
June 2018 - Present · 8 yrs 3 mos
International Assets Advisory, LLC
June 2018 - Present · 8 yrs 3 mos
Previous Registrations
Lefavi Wealth Management
May 2015 - June 2018 · 3 yrs 1 mo
Lefavi Wealth Management
August 2007 - December 2013 · 6 yrs 4 mos
Bruce A. Lefavi Securities, INC.Broker
August 2007 - June 2018 · 10 yrs 10 mos
H&r Block Financial Advisors, INC.
November 2004 - August 2007 · 2 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
November 2004 - August 2007 · 2 yrs 9 mos
Century Securities Associates INC
January 2003 - November 2004 · 1 yr 10 mos
Century Securities Associates, INC.Broker
November 2001 - November 2004 · 3 yrs
Morgan Stanley Dw INC.Broker
June 1998 - December 2001 · 3 yrs 6 mos
First Security Investor Services, INC.Broker
May 1994 - June 1998 · 4 yrs 1 mo
Natwest Investor Services CorporationBroker
March 1992 - January 1994 · 1 yr 10 mos
State Registrations7 states
CAFLIDNHNYTXUT
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.