John
Rhodes

Krilogy

CRD#7369074
Investment Advisor
in Youngsville, NC

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About this Advisor

John Rhodes is a financial advisor based in Youngsville, North Carolina, working with Krilogy. John has previously held positions at Moneta Group Investment Advisors, LLC, Frost Electric, Elon University, and Krilogy Financial. John is registered to provide services in Missouri and North Carolina. Currently, John is part of Krilogy, which operates out of Youngsville, North Carolina. The firm has 4 offices and 68 employees. The firm manages assets totaling $2.5 billion 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 institutional clients, and selection of other advisers. The fee structure at Krilogy includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Youngsville, NC

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Krilogy Brokerage Details

Total Assets Under Management

$2,505,389,000

NC Average: $11,469,110,461
Total Number of Employees

68

NC Average: 458
Total Number of Accounts

7,299

NC Average: 33,415
Average Account Size

$343,251

NC Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Rhodes Work History

2021 - Present (3 years)

Krilogy Financial

2019 - 2021 (2 years)

Moneta Group Investment Advisors, LLC

2018 - 2019 (1 year)

Moneta Group Investment Advisors, LLC

2017 - 2017 (< 1 year)

Moneta Group Investment Advisors, LLC

2016 - 2016 (< 1 year)

Frost Electric

2014 - 2018 (4 years)

Elon University

Disclosures

Please visit the SEC profile of John Rhodes 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 Krilogy

Andrew Forrester
Saint Louis, MO
John Rhodes
Youngsville, NC
Brady Kirkpatrick
Saint Louis, MO
Daniel Reilly
Saint Louis, MO
Byron Gabriel
Durham, NC
Deborah Smiley
Saint Louis, MO
Brittany Griggs
Dallas, TX
Joseph Martinez
Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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