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Lafayette, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | San Francisco | CA | 01/1981 | Present |
| Meridian Investment Counsel, Inc. | San Leandro | CA | 03/2005 | Present |
JOHN KERNS IS A PORTFOLIO MANAGER OF MERIDIAN. HE IS ALSO A CERTIFIED PUBLIC ACCOUNTANT PROVIDING ACCOUNTING AND BUSINESS-CONSULTING SERVICES AS A SOLE PROPRIETOR. THIS ACTIVITY IS NOT INVESTMENT-RELATED. THIS BUSINESS IS CONDUCTED AT 2151 LAGUNA STREET, #2, SAN FRANCISCO, CA 94115. THIS ACTIVITY STARTED IN JANUARY, 1981. MR. KERNS SPENDS APPROXIMATELY 10 HOURS PER MONTH, WITH HIS ACCOUNTING AND BUSINESS-CONSULTING PRACTICE AND DEVOTES LESS THAN 3 HOURS PER MONTH TO THIS ACTIVITY DURING TRADING HOURS. CLIENTS THAT DESIRE TO RETAIN MR. KERNS FOR ACCOUNTING AND BUSINESS-CONSULTING SERVICES MUST DO SO BY DIRECTLY CONTRACTING WITH HIM. WE DO NOT RECEIVE ANY COMPENSATION IF A CLIENT ENGAGES MR. KERNS FOR ACCOUNTING AND BUSINESS-CONSULTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-06 |
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