John Fitch has been an investment adviser representative at Cornerstone Securities since January 2017, and is not listed among the firm’s executive officers or direct owners. John Fitch holds a Bachelor of Arts in History/Political Science from Texas Christian University.
Cornerstone Securities LLC is an Overland Park, KS firm with $210M under management, 900 clients and 10 advisers across 4 offices, as of its September 2026 filing.
John Fitch is Director of Advanced Planning of Reign Benefits Consulting, based in Kansas City. He focuses on the education of the self-directed brokerage option in employer-sponsored retirement plans and IRAs. He started his career in the financial industry working for the Missouri State Treasurer, and before joining Reign Benefits helped financial advisors construct institutional level investment portfolios for high net worth clients.
John Fitch’s longest registration is the current one, 9 years at Cornerstone Securities since 2017. Before joining Cornerstone Securities in 2017, John Fitch was registered through Larson Financial Group, LLC and Client One Securities LLC.
- Cornerstone Securities LLCCurrent– present · 9 yearsoverland park, KS · Adviser representative · Firm CRD 140379
- Larson Financial Group, LLC– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 140599
- Client One Securities LLC– · under a yearLeawood, KS · Adviser representative · Firm CRD 152974
- Ecusa, LLC– · under a yearLee'S Summit, MO · Adviser representative · Firm CRD 157711
- Capital Investment Management, Inc– · 3 yearsLee'S Summit, MO · Adviser representative · Firm CRD 113917
- Amerivest Investment Management, LLC– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 7870
- Cuna Brokerage Services, Inc.– · 1 yearKansas City, MO · Adviser representative · Firm CRD 13941
- American Express Financial Advisors, Inc.– · under a yearOverland Park, KS · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
John Fitch is registered as an investment adviser representative in 5 states. The first approvals date from January 2017; the most recent is Florida, in June 2026.
- FloridaSince 24 June 2026
- IllinoisSince 25 January 2018
- KansasSince 18 January 2017
- MissouriSince 9 January 2017
- TexasSince 16 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 June 2003 |
| Series 7 | General Securities Representative Examination | 29 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Bocking Fitch
- CRD
- 4650298
- Firm
- Cornerstone Securities · CRD 140379
- Office
- 6901 Shawnee Mission Pkwy, suite 200, overland park, KS 66202
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reignbenefitsconsulting.com
Where does John Fitch work?
John Fitch is an investment adviser representative registered through Cornerstone Securities LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is John Fitch a financial advisor?
Yes. John Fitch has a current investment-adviser registration in Florida, Illinois, Kansas, Missouri and Texas, through Cornerstone Securities since January 2017.
How many years of experience does John Fitch have?
John Fitch has 21 years in the financial industry, since April 2005, across 9 adviser firms.
What exams has John Fitch passed?
John Fitch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2003. FINRA credited John Fitch with the SIE, which began in October 2018.
Where did John Fitch work before Cornerstone Securities?
Before Cornerstone Securities, John Fitch was registered through Client One Securities LLC, November 2014 to December 2014; Ecusa, LLC, April 2012 to October 2012; Capital Investment Management, Inc, August 2011 to October 2014; Amerivest Investment Management, LLC, January 2007 to February 2010; TD Ameritrade, Inc., January 2007 to February 2010; Cuna Brokerage Services, Inc., August 2004 to April 2006; American Express Financial Advisors, Inc., June 2003 to April 2004.
Where is John Fitch based?
John Fitch’s registered office is in overland park, KS.
Is John Fitch registered with FINRA?
No. John Fitch has no current broker registration.
How can I verify John Fitch’s record?
Search CRD 4650298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Fitch’s full registration record.