JR
CFP
JR
CFP

John Rasic

10 Years of Experience
San Antonio, TX
Broker

John Rasic is a CFP-designated registered investment advisor, based in San Antonio, TX, with 10 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.

Location

14100 San Pedro Avenue, Suite 320, San Antonio, TX, 78232

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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 works as an advisor for Signature Estate & Investment Advisors LLC, focusing on RIA sales and service. This is a full-time commitment.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Signature Estate Securities, LLC
August 2023 - Present · 3 yrs 2 mos
Seia
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
March 2016 - November 2018 · 2 yrs 8 mos
State Registrations3 states
CALATX
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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