JB
CFP
JB
CFP

John Best

22 Years of Experience
Goldsboro, NC
1 DisclosureBroker

John Best is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Goldsboro, NC, with 22 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1336 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

204 Malloy Street, Suite B, Goldsboro, NC, 27534

Get directions

History

Regulatory History (1)
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 2009
Denied
Employment History
Current Registrations
Janney Montgomery Scott LLC
September 2023 - Present · 3 yrs 1 mo
Janney Montgomery Scott LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2004 - September 2023 · 19 yrs
Wells Fargo Clearing Services, LLCBroker
August 2004 - September 2023 · 19 yrs 1 mo
State Registrations13 states
CAFLGAILLAMDMNNCNYOHSCTXVA
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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