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JB
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John Blanchard

Capital Analysts
31 Years of Experience
Braintree, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

John Blanchard is a registered investment advisor at Capital Analysts, based in Braintree, MA, with 31 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Capital Analysts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
609 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

35 Braintree Hill Office Park, Suite 204, Braintree, MA, 02043

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History

Regulatory History (2)
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
July 2018
Denied
Customer Dispute
June 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John works in sales and service for Triple V, Inc. dba Marshall Wealth Management, offering life insurance, long-term care, and fixed annuities since 2017, dedicating about 10-20% of his time.

Employment History
Current Registrations
Capital Analysts
December 2017 - Present · 8 yrs 10 mos
Lincoln InvestmentBroker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Gwn Securities INC.
October 2016 - December 2017 · 1 yr 2 mos
Gwn Securities INC.Broker
September 2015 - December 2017 · 2 yrs 3 mos
Baystate Wealth Management
March 2015 - September 2015 · 6 mos
Metlife Securities INC.Broker
August 2011 - September 2015 · 4 yrs 1 mo
Hornor, Townsend & Kent, INC.
June 2010 - August 2011 · 1 yr 2 mos
Hornor, Townsend & Kent, INC.Broker
May 2010 - August 2011 · 1 yr 3 mos
Transamerica Financial Advisors, INCBroker
December 2005 - May 2010 · 4 yrs 5 mos
Investors Capital Advisory
January 2005 - December 2005 · 11 mos
Eastern Point Advisors INC.
June 2001 - December 2004 · 3 yrs 6 mos
Investors Capital CORP.Broker
May 2001 - December 2005 · 4 yrs 7 mos
New England SecuritiesBroker
June 1999 - May 2001 · 1 yr 11 mos
New England SecuritiesBroker
January 1999 - January 1999 · 0 mos
New England SecuritiesBroker
May 1997 - December 1998 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
November 1994 - May 1997 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
November 1994 - May 1997 · 2 yrs 6 mos
State Registrations5 states
FLMAMENHWV
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.
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