535 Mission Street, San Francisco, CA, 94105
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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 →John is a founding partner of Summit Trail Advisors, LLC, a registered investment advisor, dedicating full-time hours to advising high net worth clients. He is also a founding partner of Summit Trail Securities, LLC, a broker-dealer, spending minimal time on commission-based activities. Additionally, John is a board member of the Ross School Foundation, an educational organization, spending minimal time raising money and organizing events.