JB
JB

John Bond

24 Years of Experience
Dyerburg, TN
Broker

John Bond is a registered investment advisor at LPL Financial LLC, based in Dyerburg, TN, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

205 North Main St, Dyerburg, TN, 38024

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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 Activities

John operates Simmons Investment Services as a DBA for his LPL business, dedicating all of his time to it. He is also a board member for Bond Cemetery Trust and owns family farmland, both taking minimal time.

Employment History
Current Registrations
LPL Financial LLC
March 2019 - Present · 7 yrs 2 mos
LPL Financial LLC
March 2019 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Simmons First Investment Group, INC.
July 2017 - March 2019 · 1 yr 8 mos
Simmons First Investment Group, INC.Broker
July 2017 - March 2019 · 1 yr 8 mos
Infinex Investments, INC.
February 2011 - July 2017 · 6 yrs 5 mos
Infinex Investments, INC.Broker
February 2011 - July 2017 · 6 yrs 5 mos
Uvest Financial Services Group, INC.
February 2004 - February 2011 · 7 yrs
Uvest Financial Services Group, INC.Broker
February 2004 - February 2011 · 7 yrs
Ing Financial Partners, INC.Broker
January 2004 - February 2004 · 1 mo
Primevest Financial Services, INC.Broker
May 2001 - January 2004 · 2 yrs 8 mos
State Registrations16 states
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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.