Unclaimed Profile

John David Gardner

APTUS CAPITAL ADVISORS, LLC·FAIRHOPE, Alabama

Series 3, Series 7, Series 31, Series 66CFAClean record15 years registeredAPTUS CAPITAL ADVISORS, LLC

265 YOUNG STREET, FAIRHOPE, AL 36532CRD# 5821010Firm CRD# 167626

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John David Gardner · FAIRHOPE, AL

Registration

CRD #5821010 · APTUS CAPITAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

APTUS CAPITAL ADVISORS, LLC

Jul 2013 – present

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

Mar 2013 – Jul 2013

DAPHNE, AL

UBS FINANCIAL SERVICES INC.

Mar 2011 – Jun 2012

DAYTON, OH

MORGAN STANLEY SMITH BARNEY LLC

Sep 2010 – Apr 2011

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 31

Series 66

Registration record

First registered · September 27, 2010

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APTUS CAPITAL ADVISORS, LLC

CRD 167626 · SEC 801-107723

AUM

$5.3B

Regulatory assets under management

Employees

7,056 client accounts

Services offered by APTUS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at APTUS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John David Gardner offer?

John David Gardner specializes in Financial Planning, Investment Management. Contact their office in FAIRHOPE, Alabama for a consultation.

What are John David Gardner's credentials?

John David Gardner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John David Gardner located?

John David Gardner is based in FAIRHOPE, Alabama, working with APTUS CAPITAL ADVISORS, LLC. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.

How does John David Gardner charge for services?

John David Gardner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APTUS CAPITAL ADVISORS, LLC?

APTUS CAPITAL ADVISORS, LLC has approximately 24 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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