John Stone is a registered investment advisor, based in Greensburg, PA, with 28 years of industry experience.
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
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 owns rental property jointly with his wife and dedicates minimal time to it. He also works as an adjunct professor teaching economics, finance, and management at Gannon University and SUNY Fredonia, spending about 10-20% of his time at each during the semester. Additionally, John is an insurance agent selling various insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
LPL Financial CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations7 states
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