John Louis Lombardo

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

• 12/2022 → 03/2024
  Jpmorgan Chase Bank, N.A.
  Memphis, TN
• 12/2022 → 03/2024
  J.P. Morgan Securities Llc
  Memphis, TN
• 09/2020 → 12/2022
  Knights Of Columbus
  Munford, TN
• 08/2019 → 05/2020
  Tipton County Board Of Education
  Munford, TN
• 05/2019 → 07/2019
  Faith Family Medical
  Arlington, TN
• 05/2017 → 08/2017
  Notre Dame Office Of Housing
  Notre Dame, IN
• 08/2019 → 05/2020
  The University Of Tennessee
  Munford, TN
• 06/2020 → 08/2020
  Unemployed
  Munford, TN
• 03/2024 → 06/2024
  Mcadams Group, Llc
  Cordova, TN
• 03/2024 → 06/2024
  Sound Income Group
  Cordova, TN
• 07/2024 → 11/2024
  Phelps Security
  Memphis, TN
• 11/2024 → 12/2024
  United Parcel Service
  Dyersburg, TN
• 12/2024 → 05/2025
  Lowes
  Dyersburg, TN
• 01/2025 → Present
  Catholic Order Of Foresters
  Dyersburg, TN
• 01/2025 → Present
  Greek Catholic Union
  Dyersburg, TN
• 07/2025 → 01/2026
  Marksman Security, Llc
  Jackson, TN
• 11/2025 → 04/2026
  Brookstone Wealth Advisors
  Wheaton, IL
• 08/2015 → 01/2018
  University Of Notre Dame
  Notre Dame, IN
• 01/2018 → 05/2018
  Holy Cross College
  Notre Dame, IN
• 08/2018 → 05/2019
  University Of Memphis
  Memphis, TN
• 05/2026 → Present
  National Life Group
  Dyersburg, TN
• 05/2026 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2025-11-24 → 2026-04-22
  Brookstone Wealth Advisors, Llc
  Dyersburg, TN
  Wheaton, IL
• 2024-05-29 → 2024-07-15
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
  Cordova, TN

Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES LLC, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024 , 05/2026. ONGOING, INV REL. WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE. DURING TRD/HRS, 5%*CATHOLIC ORDER OF THE FORESTERS, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, PROVIDE ALTERNATIVE INSURANCE PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 5%*GREEK CATHOLIC UNION, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, PROVIDE ALTERNATIVE INSURANCE PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-16
• S63 Uniform Securities Agent State Law Examination
  2023-03-10

Other Names

• John Lombardo