John Frederick Dalton

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2009 → 01/2026
  Managed Asset Portfolios
  Chicago, IL
• 01/2026 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2010-04-20 → 2026-01-12
  Managed Asset Portfolios, Llc
  Oak Brook, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Rochester, MI
• 2003-06-30 → 2006-07-19
  Ameriprise Advisor Services, Inc.
  Northbrook, IL
  Northbrook, IL
• 2003-03-06 → 2003-07-10
  Choreo, Llc
  Glenview, IL

Other Businesses

1. Owner/Landlord - I rent out a building that I co-own with a business partner, and currently live. The building was purchased in 1995 and is located at 1442 W. Henderson, Chicago, IL 60657. Total time dedicated is less than 1 hour per month; rarely is any of this time during market hours and is not investment related. 2. Dalton Family Wealth, LLC - owner/member since 02/2026; service company for business expenses/income. Time spent approximately 10 hours/month, none during trading hours. Not an investment related activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-01-12
• S65 Uniform Investment Adviser Law Examination
  2001-04-03

Designations

• Chartered Financial Analyst