JB
CFP
JB
CFP

John Beers

9 Years of Experience
Ridgeland, MS
Broker

John Beers is a CFP-designated registered investment advisor, based in Ridgeland, MS, with 9 years of industry experience.

Location

251 Trace Colony Park Drive, Suite C, Ridgeland, MS, 39157

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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 a Wealth Management Analyst at WealthPartners, focusing on operations, planning, research, and support, dedicating nearly full-time hours. He also provides investment advisory services as a Registered Representative with Kestra Advisory Services, LLC, also dedicating nearly full-time hours.

Employment History
Current Registrations
Kestra Advisory Services, LLC
December 2018 - Present · 7 yrs 5 mos
Kestra Investment Services, LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Personal Capital Advisors Corporation
September 2017 - September 2018 · 1 yr
MML Investors Services, LLC
January 2017 - August 2017 · 7 mos
MML Investors Services, LLCBroker
November 2016 - August 2017 · 9 mos
State Registrations7 states
ARAZGAKSLAMSOH
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 Beers - Financial Advisor | TrueAdvisor