JB
JB

John Basham

7 Years of Experience
Mishawaka, IN
BrokerSells Insurance

John Basham is a registered investment advisor, based in Mishawaka, IN, with 7 years of industry experience.

Location

3930 Edison Lakes Parkway, Ste 220, Mishawaka, IN, 46545

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is a lead advisor at Verso Financial, spending about a quarter of his time meeting with clients and providing recommendations. He also works for Canvas Tax Services, LLC, helping with recruitment and client referrals, but dedicates minimal time to this role.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2024 - Present · 2 yrs 7 mos
Ameritas Investment Company, LLCBroker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2023 - January 2024 · 6 mos
Ameriprise Financial Services, LLCBroker
October 2018 - January 2024 · 5 yrs 3 mos
State Registrations20 states
ARAZCACOFLGAILINMAMIMNNCNYOHPASCTXVAWAWI
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.
John Basham - Financial Advisor | TrueAdvisor