John Thomas Stone

Employer firm

Calvert Wealth Management, Inc. CRD 115639

$190M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING

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

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

Current Employers

Employment History

• 01/2011 → Present
  Apw Capital, Inc.
  Rockaway, NJ
• 09/2008 → Present
  Calvert Financial Advisory
  Dunkirk, MD

Previous Registrations

• 2010-05-17 → 2010-11-09
  Lpl Financial Llc
  Huntingtown, MD

Other Businesses

1) CALVERT WEALTH MGMT., DUNKIRK, MD, RIA, FINANCIAL ADVISOR, 100% TIME SPENT, DUTIES: FINANCIAL ADVISOR, PORTFOLIO MGR., COMPENSATED: SALARY. 2) APW Capital Inc., doing business in DUNKIRK, MD, INVESTMENT RELATED, SECURITIES BROKER-DEALER, REGISTERED REPRESENTATIVE, START: 01/14/2011; 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) INSURANCE AGENT; DUNKIRK, MD, NOT INVESTMENT RELATED, LICENSED INSURANCE AGENT (LIFE, VARIABLE LIFE & VARIABLE ANNUITY PRODUCTS); APPROX 1 HOURS/MONTH DEVOTED TO THIS OTHER BUSINESS ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-14

Other Names

• John Thomas Stone
• John Stone