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John Obannon

19 Years of Experience
Middleburg, VA
Broker

John Obannon is a registered investment advisor, based in Middleburg, VA, with 19 years of industry experience.

Location

2 West Marshall Street, Middleburg, VA, 20117

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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 is a Director at Akre Capital Management LLC, dedicating full-time hours to institutional fund distribution. He also serves as a Sergeant for The Plains Volunteer Fire Company, spending about 10-20% of his time, and as President of Thunder Oak Governance, INC, spending a few hours per week. Additionally, John is involved with rental property, dedicating minimal time.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Foreside Fund Services, LLC
December 2023 - Present · 2 yrs 5 mos
Akre Capital Management, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Pgim Investments LLC
March 2012 - December 2023 · 11 yrs 9 mos
Prudential Investment Management Services LLCBroker
March 2012 - November 2023 · 11 yrs 8 mos
Akre Capital Management, LLC
June 2010 - February 2012 · 1 yr 8 mos
Columbia Management Advisors, LLC
May 2006 - April 2010 · 3 yrs 11 mos
Columbia Management Distributors, INC.Broker
May 2006 - April 2010 · 3 yrs 11 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Obannon - Financial Advisor | TrueAdvisor