Unclaimed Profile

John Jeffrey Whitaker

ASB CAPITAL MANAGEMENT LLC·BETHESDA, Maryland

Clean recordASB CAPITAL MANAGEMENT LLC

7501 WISCONSIN AVENUE, WEST TOWER, BETHESDA, MD 20814CRD# 4988593Firm CRD# 110995

Profile Verification

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

Identity

John Jeffrey Whitaker · BETHESDA, MD

Registration

CRD #4988593 · ASB CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Jeffrey Whitaker is a registered financial advisor based in BETHESDA, Maryland, affiliated with ASB CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ASB CAPITAL MANAGEMENT LLC

AUM

$29.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASB CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4988593

Firm CRD# 110995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Jeffrey Whitaker offer?

John Jeffrey Whitaker specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are John Jeffrey Whitaker's credentials?

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

Where is John Jeffrey Whitaker located?

John Jeffrey Whitaker is based in BETHESDA, Maryland, working with ASB CAPITAL MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does John Jeffrey Whitaker charge for services?

John Jeffrey Whitaker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASB CAPITAL MANAGEMENT LLC?

ASB CAPITAL MANAGEMENT LLC has approximately 80 employees and manages $29.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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