Best Investors Account Sign in
Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-04-14
  • PA RA
    APPROVED
    Since 2016-04-14

Branch Locations

1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty, Inc King Of Prussia PA 06/2009 Present
Capable Couriers Chalfont PA 09/2010 01/2019
Bankers Life Securities, Inc King Of Prussia PA 01/2016 Present
T Force Final Mile Dallas TX 01/2019 11/2021
Bankers Life Advisory Services, Inc King Of Prussia PA 04/2016 Present
  • 06/2009 → Present
    Bankers Life & Casualty, Inc
    King Of Prussia, PA
  • 09/2010 → 01/2019
    Capable Couriers
    Chalfont, PA
  • 01/2016 → Present
    Bankers Life Securities, Inc
    King Of Prussia, PA
  • 01/2019 → 11/2021
    T Force Final Mile
    Dallas, TX
  • 04/2016 → Present
    King Of Prussia, PA
Previous Registrations
  • 2010-11-01 → 2016-02-05
    Concourse Financial Group Securities, Inc.
    King Of Prussia, PA
    King Of Prussia, PA
    Chadds Ford, PA
  • 2008-08-28 → 2009-01-23
    New York, NY
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 6 START DATE: 06/13/2009 ADDRESS: 1150 1st AVE SUITE 1020 KING OF PRUSSIA PA 19406 DESCRIPTION:I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. ECKPJ LLC POSITION: Sole Member and Owner NATURE: Entity to process my 1099 business activity through BLC/BLS/BLAS into my LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/15/2019 ADDRESS: 165 Bridle Path Ln, Coatesville PA 19320, United States DESCRIPTION: Entity to process my 1099 business activity through BLC/BLS/BLAS into my LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-07
S63 Uniform Securities Agent State Law Examination 2000-07-14
  • S66 Uniform Combined State Law Examination
    2008-07-07
  • S63 Uniform Securities Agent State Law Examination
    2000-07-14
Designations
  • Chartered Financial Consultant
Other Names
  • Edmund K John
  • Edmund Kean John
  • Edmund Kean John

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in King Of Prussia, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor