John Shank is a control person of EverSource Wealth Advisors and directly owns under 5% of it.
EverSource Wealth Advisors is an investment adviser based in Birmingham, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $5.1 billion, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6610148
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Manager
- In role since
- April 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Birmingham, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does John Shank work?
John Shank has been Manager of Eversource Wealth Advisors, LLC since April 2021, and is a control person of the firm.
How can I verify John Shank’s record?
John Shank’s role is listed on Eversource Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286340.
- Mark WessonChief Executive Officer & Manager
Rhonda HitchcockChief Operating Officer
Glenn WaddellGeneral Counsel & Chief Compliance Officer- Andrew FirmanManager
Jason KesslerChief Administrative Officer- Donald MurphyManager
- Daniel PhillipsChief Investment Officer
- Thomas PhillipsMember
- Charles WeldenManager