John Morse Kober
Oprichter bij Milestone Advisory Partners LLC
Profiel
Mr. John M.
Kober is a Partner at Milestone Advisory Partners LLC.
He has more than 37 years of experience in the financial services industry, and has extensive knowledge in essential areas such as financial planning, portfolio management and fiduciary guidance.
He established Milestone Advisory Partners in October 2015.
Earlier in his career, Mr. Kober erved as managing director of investments at Wells Fargo Advisors and its predecessors, including Wheat First Securities, Wheat First Butcher & Singer, First Union Securities and Wachovia Securities.
He earned a bachelor’s degree in business administration from Olivet College, graduating magna cum laude.
Actieve functies van John Morse Kober
| Bedrijven | Functie | Begin |
|---|---|---|
Milestone Advisory Partners LLC
 Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Oprichter | 01-10-2015 |
Eerdere bekende functies van John Morse Kober
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01-10-2015 |
Opleiding van John Morse Kober
| Olivet College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Milestone Advisory Partners LLC
Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
