John Barton Stevens

Employer firm

Strategic Financial Concepts, LLC CRD 141849

$928M regulatory AUM 75 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2010 → 11/2017
  Investment Centers Of America, Inc.
  Kerrville, TX
• 11/2017 → 10/2019
  Lpl Financial Llc
  Fredericksburg, TX
• 11/2019 → Present
  Strategic Financial Concepts, Llc
  Kerville, TX

Previous Registrations

• 2017-11-29 → 2019-11-26
  Lpl Financial Llc
  Kerrville, TX
  Fredericksburg, TX
  Kerrville, TX
• 2010-03-18 → 2017-12-06
  Investment Centers Of America, Inc.
  Fredericksburg, TX
  Kerrville, TX
  Kerrville, TX
  Appleton, WI
• 2007-02-09 → 2010-03-16
  Edward Jones
  Austin, TX
  Kerrville, TX

Other Businesses

1. 11/29/2017 - DELPHI - Not Investment Related - Outside/W-2 Employment - COACH/PERSONAL TRAINER.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-24
• S63 Uniform Securities Agent State Law Examination
  2004-10-14

Other Names

• Bart Stevens