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John Currie Wallace

Eton Advisors

Chapel Hill, NC

CRD 5881208

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Employer firm

Eton Advisors CRD 289395

$1.89B regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Eton Advisors

301 W Barbee Chapel Road Suite 303, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-17
NC RA APPROVED 2017-09-05
  • TX RA
    APPROVED
    Since 2022-06-17
  • NC RA
    APPROVED
    Since 2017-09-05

Branch Locations

301 W Barbee Chapel Road Suite 303, Chapel Hill, NC 27517 • 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
Eton Advisors, Lp Chapel Hill NC 04/2016 09/2017
Eton Advisors Group, Llc Chapel Hill NC 09/2017 Present
  • 04/2016 → 09/2017
    Eton Advisors, Lp
    Chapel Hill, NC
  • 09/2017 → Present
    Eton Advisors Group, Llc
    Chapel Hill, NC
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN

Nearby Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC

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