JL
CFP
JL
CFP

John Langford

20 Years of Experience
McLean, VA

John Langford is a CFP-designated registered investment advisor at Corient, based in McLean, VA, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
659 advisors
Number of Clients
26,586 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$165.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.

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

1640 Boro Place, 4th Floor Office 400, McLean, VA, 22102

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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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Employment History
Current Registrations
Corient
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Arete Wealth Management, LLCBroker
January 2018 - October 2023 · 5 yrs 9 mos
Kfa Private Wealth Group, LLC
October 2015 - June 2024 · 8 yrs 8 mos
Spire Securities, LLCBroker
October 2015 - December 2017 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
January 2006 - November 2015 · 9 yrs 10 mos
Ameriprise Financial Services, INC.Broker
December 2005 - November 2015 · 9 yrs 11 mos
State Registrations1 state
VA
Advisor

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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