Edmund John
Edmund John is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in King of Prussia, PA, with 24 years of industry experience. Edmund is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
1150 1st Avenue, Ste 1020, King of Prussia, PA, 19406
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
Edmund is an insurance agent for Bankers Life & Casualty Company, selling various insurance products including Medicare Supplement, annuities, life insurance, health, and LTC. He also owns ECKPJ LLC to process his 1099 business activity, dedicating about half of his time to this entity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Lockwood Advisors INC
Pershing LLCBroker
Sei Investments Distribution CO.Broker
State Registrations15 states
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
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