Unclaimed Profile

John Melville Eaton

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

Series 7, Series 8, Series 24, Series 63, Series 66Clean record20 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 2512711Firm CRD# 148674

Profile Verification

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

Identity

John Melville Eaton · OMAHA, NE

Registration

CRD #2512711 · AVIOR WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Oct 2019 – present

CYPRESS WEALTH ADVISORS, LLC

Jan 2013 – Oct 2019

SAN ANTONIO, TX

SUMMIT WEALTH MANAGEMENT,INC

Oct 2006 – Dec 2006

SAN ANTONIO, TX

SUMMIT WEALTH MANAGEMENT, INC

Aug 2006 – Feb 2013

SAN ANTONIO, TX

SUMMIT WEALTH MANAGEMENT,INC

Feb 2006 – Aug 2006

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 66

Registration record

First registered · February 9, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD 148674 · SEC 801-69773

AUM

$4.0B

Regulatory assets under management

Employees

204

3,710 client accounts

Services offered by AVIOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVIOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Melville Eaton offer?

John Melville Eaton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are John Melville Eaton's credentials?

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

Where is John Melville Eaton located?

John Melville Eaton is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does John Melville Eaton charge for services?

John Melville Eaton'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 AVIOR WEALTH MANAGEMENT, LLC?

AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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