JK
JK

John Kraeutler

31 Years of Experience
Morristown, NJ
BrokerSells Insurance

John Kraeutler is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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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 ActivitiesSells Insurance

John is involved with KHFM, LLC selling non-variable insurance, and spends full-time with Private Advisor Group, LLC as a registered investment advisor. He also dedicates minimal time to Kraeutler Financial, LLC for tax/investment purposes.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2014 - Present · 12 yrs
LPL Financial LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Wrp Investments, INC.
January 2006 - May 2014 · 8 yrs 4 mos
Jk Capital Management
May 2004 - December 2005 · 1 yr 7 mos
Wrp Investments, INC.Broker
May 2004 - May 2014 · 10 yrs
Main Street Management Company
November 2002 - May 2004 · 1 yr 6 mos
Main Street Management CompanyBroker
February 1998 - May 2004 · 6 yrs 3 mos
Investment Advisors & Consultants, INC.Broker
July 1995 - August 1997 · 2 yrs 1 mo
Montano Securities CorporationBroker
March 1994 - February 1995 · 11 mos
State Registrations21 states
AZCACOCTFLGAHIIAINMAMENCNJNYORPASCTXVAWAWI
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.
John Kraeutler - Financial Advisor | TrueAdvisor