John
Fahnestock

Q3 Asset Management Corporation

CRD#1746538
Investment Advisor
in Eagle, ID

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About this Advisor

John Fahnestock is a financial advisor based in Eagle, Idaho, working with Q3 Asset Management Corporation. John has previously held positions at The Mutual Life Insurance Company Of New York, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, and Gwn Securities, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, John is part of Q3 Asset Management Corporation, which operates out of Eagle, Idaho. The firm has 2 offices and 12 employees. The firm manages assets totaling $713.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters, market timing services, and other services. The fee structure at Q3 Asset Management Corporation includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Market timing services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Performance-based Fees

Office Location

Eagle, ID

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Q3 Asset Management Corporation Brokerage Details

Total Assets Under Management

$713,022,957

ID Average: $943,424,332
Total Number of Employees

12

ID Average: 21
Total Number of Accounts

3,697

ID Average: 1,586
Average Account Size

$192,865

ID Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Market timing services
  • Other

John Fahnestock Work History

2016 - Present (8 years)

Gwn Securities, Inc

1985 - Present (39 years)

The Mutual Life Insurance Company Of New

2015 - 2015 (< 1 year)

Sterne Agee Investment Advisor Services, Inc

2014 - 2015 (1 year)

Sterne Agee Financial Services, Inc

Disclosures

Please visit the SEC profile of John Fahnestock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Q3 Asset Management Corporation

Joseph Olekszyk
Birmingham, MI
Ethan Pinto
Birmingham, MI
Joseph Dente
Tampa, FL
David Witkowski
Birmingham, MI
Amos Sheena
Birmingham, MI
Adam Quiring
Birmingham, MI
Bruce Greig
Birmingham, MI
Bradford Giaimo
Birmingham, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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