John Thomas Blood

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 02/2017
  Efficient Advisors Formerly Disciplined Wealth Strategies, Inc.
  Austin, TX
• 01/2016 → 02/2017
  Efficient Advisors
  Austin, TX
• 02/2017 → 01/2018
  Jjcc Financial, Inc.
  Austin, TX
• 01/2018 → 11/2019
  Ladenburg Thalmann Financial Services, Inc
  Miami, FL
• 12/2019 → 06/2020
  Unemployed
  Austin, TX
• 06/2020 → Present
  Commonwealth Financial Network
  San Diego, CA
• 06/2020 → Present
  Planwise Financial Group
  Austin, TX

Previous Registrations

• 2017-02-21 → 2018-03-28
  Jjcc Financial, Inc.
  Austin, TX
• 2017-01-17 → 2017-03-02
  Efficient Advisors
  Austin, TX
• 2013-02-06 → 2015-12-31
  Disciplined Wealth Strategies, Inc.
  Austin, TX
• 2010-02-17 → 2013-02-26
  Dimensional Fund Advisors Lp
  Austin, TX
• 2003-09-10 → 2009-12-31
  Commonwealth Financial Network
  Waltham, MA
  Waltham, MA

Other Businesses

1. Co-Owner of a residential rental property located in Austin, TX; As of 05/22/20; 0% time spent during regular business hours; Not conducted at branch; Investment related. 2. Residential real estate sales agent, Tower Realty; Located at 600 W. 28th St. Austin, TX 78705; as of 10/15/2020; Less than 10% of time spent during business hours; Not conducted at branch; Investment related. 3. Co-owner, Parkstone PW, LLC, an entity created for the purpose of owning & managing office real estate at 4101 Parkstone Heights Dr. Suite 260, Austin, TX 78746, as of 8/12/2022; 0% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• John T Blood