Unclaimed Profile

John T Blood

EFFICIENT ADVISORS, LLC·PHILADELPHIA, Pennsylvania

Series 7, Series 24, Series 31, Series 66CFP CFAClean record22 years registeredEFFICIENT ADVISORS, LLC

1801 MARKET STREET, PHILADELPHIA, PA 19103CRD# 4270742Firm CRD# 150144

Profile Verification

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

Identity

John T Blood · PHILADELPHIA, PA

Registration

CRD #4270742 · EFFICIENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jun 2020 – present

JJCC FINANCIAL, INC.

Feb 2017 – Mar 2018

AUSTIN, TX

EFFICIENT ADVISORS

Jan 2017 – Mar 2017

Austin, TX

DISCIPLINED WEALTH STRATEGIES, INC.

Feb 2013 – Dec 2015

AUSTIN, TX

DIMENSIONAL FUND ADVISORS LP

Feb 2010 – Feb 2013

AUSTIN, TX

COMMONWEALTH FINANCIAL NETWORK

Sep 2003 – Dec 2009

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · September 10, 2003

Years registered · 22

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EFFICIENT ADVISORS, LLC

CRD 150144 · SEC 801-70110

AUM

$2.4B

Regulatory assets under management

Employees

15,510 client accounts

Services offered by EFFICIENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EFFICIENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John T Blood offer?

John T Blood specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are John T Blood's credentials?

John T Blood holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John T Blood located?

John T Blood is based in PHILADELPHIA, Pennsylvania, working with EFFICIENT ADVISORS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does John T Blood charge for services?

John T Blood'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 EFFICIENT ADVISORS, LLC?

EFFICIENT ADVISORS, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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