Edmund
John

Bankers Life Advisory Services, Inc

CRD#4157841
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Edmund John is a chartered financial consultant who works out of King Of Prussia, Pennsylvania who has 7 years of industry experience. John is an employee of Bankers Life Advisory Services, Inc. Over the course of their career, they have held roles at Bankers Life & Casualty, Proequities, Inc, Capable Couriers, Bankers Life Securities, Inc, T Force Final Mile and Bankers Life Advisory Services. John holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Pennsylvania. Bankers Life Advisory Services, Inc is a business based out of Chicago, IL. The investment advisory business has offices in 136 locations and a total of 363 people on staff. It handles $1 billion in assets among its 10,292 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically vary depending on the type of financial services provided. However, fee types billed by Bankers Life Advisory Services, Inc can be comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

1150 1St Avenue Ste 1020
King Of Prussia, PA 19406

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

PA Average: $6,674,516,078
Total Number of Employees

363

PA Average: 44
Total Number of Accounts

10,292

PA Average: 2,564
Average Account Size

$109,320

PA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Edmund John Work History

Edmund has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bankers Life Securities, Inc

2016 - Present (8 years)

Bankers Life Advisory Services

2009 - Present (15 years)

Bankers Life & Casualty

2019 - 2021 (2 years)

T Force Final Mile

2010 - 2016 (6 years)

Proequities, Inc

2010 - 2019 (9 years)

Capable Couriers

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edmund John 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 Bankers Life Advisory Services, Inc

Brock Williams
Mount Pleasant, MI
Joseph Nielsen
Chicago, IL
Joshua Sievers
Fort Wayne, IN
Albert Preniqi
Chicago, IL
Jonathan James
Chicago, IL
Jeffrey Collyer
Englewood, CO
Chad Visser
Chicago, IL
Joseph Eckles
San Luis Obispo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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