Unclaimed Profile

John Thomas Armstead

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 4, Series 7, Series 24, Series 28, Series 63, Series 65, Series 99TOClean record29 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 1048109Firm CRD# 6082

Profile Verification

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

Identity

John Thomas Armstead · SAN FRANCISCO, CA

Registration

CRD #1048109 · PROTECTED INVESTORS OF AMERICA · 29 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2016 – present

PROTECTED INVESTORS OF AMERICA

Jul 1997 – Jul 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 28

Series 63

Series 65

Series 99TO

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

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Frequently Asked Questions

What services does John Thomas Armstead offer?

John Thomas Armstead specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are John Thomas Armstead's credentials?

John Thomas Armstead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Thomas Armstead located?

John Thomas Armstead is based in SAN FRANCISCO, California, working with PROTECTED INVESTORS OF AMERICA. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does John Thomas Armstead charge for services?

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

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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