John Robert Tate
Investment adviser representative at Oneascent Financial Services LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
Are you John Robert Tate? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Oneascent Financial Services, LLCAug 2023 to now
- Patriot Investment Management Group Inc.Jul 2012 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TN).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6102577
- Firm CRD
- 284549