John Robert Bass

Employer firm

One Day In July LLC CRD 284335

$1.36B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 01/2012 → 01/2025
  Austin Fire Department
  Austin, TX
• 01/2021 → Present
  Austin Firefighters Retirement Fund
  Austin, TX
• 02/2025 → Present
  One Day In July Llc
  Burlington, VT

Other Businesses

John Robert Bass serves as a Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund (located at 4101 Parkstone Heights Dr, Suite 270, Austin, TX 78746), and has done so since 01/2021. Trustees hold elected and unpaid positions, are primarily tasked with an oversight role for the defined benefit pension plan for members of the Austin Fire Department, and have a fiduciary duty to plan members. In concert with the investment consultant, they set the Fund's overall asset allocation and perform manager selection. John Robert Bass devotes up to roughly 10 hours per month to this work; his hours devoted during securities trading hours vary, but in general would be 2-5 hours per month. One Day In July LLC does not believe that John Robert Bass' role on this board represents any conflict of interest to our firm or our clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-01