JB
John Boardman
from Ballast, Inc.
John Boardman is a financial advisor based in Kentucky, Lexington,
with 22 years of experience. John currently works for
Ballast, Inc..
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Boardman works at Ballast, Inc.
Ballast, Inc. is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $402,813,155 of assets under management and employs about 12 people. Ballast, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of client's net worth.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and percentage of client's net worth
Office location
400 East Vine St, Suite 400, Lexington, Kentucky, 40507
Advisor can help with
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