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John Robert Bass

Investment adviser representative at One Day In July LLC
14 yearsExperience
2 statesRegistered in
$1.4BFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed 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.

  1. One Day In July LLCFeb 2025 to now
  2. Austin Firefighters Retirement FundJan 2021 to now
  3. Austin Fire DepartmentJan 2012 to Jan 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (MA, VT).

One Day In July LLC

$1.4BAssets managed
1,381Clients
14Advisers
8 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
8029907
Firm CRD
284335
Advisor's SEC record (opens in a new tab)
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