John Shubert has been Partner & Chief Compliance Officer of Blue Granite Capital since March 2026, is not listed as a control person, but directly owns between 10% and 25% of the firm. John Shubert holds a Bachelor of Arts in Business Administration from Rollins College.
Blue Granite Capital, LLC is a Charleston, SC firm with $109M under management, 40 clients and 3 advisers across 3 offices, as of its September 2026 filing.
John M. Shubert is Partner of Blue Granite Capital, based in Charleston, South Carolina. Shubert has 40 years of professional investment experience, including 25 years managing pension, profit sharing and related assets for corporate and institutional clients. Shubert was a Charles Schwab Advisory Board member, retiring in 2016, and a Fidelity Advisor Council member, retiring in 2018.
John Shubert’s longest registration was 16 years at Cbiz Retirement Plan Advisory Services (2002–2018). Before joining Blue Granite Capital in 2018, John Shubert was registered through Cbiz Investment Advisory Services, LLC and Cbiz Retirement Plan Advisory Services.
- Blue Granite Capital, LLCCurrent– present · 7 yearsOrlando, FL · Adviser representative · Firm CRD 125607
- Cbiz Investment Advisory Services, LLC– · under a yearMaitland, FL · Adviser representative · Firm CRD 286002
- Cbiz Retirement Plan Advisory Services– · 16 yearsMaitland, FL · Adviser representative · Firm CRD 16678
Investment adviser representative registrations
John Shubert is registered as an investment adviser representative in Florida, since October 2018.
- FloridaSince 26 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 25 September 1998 |
| Series 53 | Municipal Securities Principal Examination | 1 December 1987 |
| Series 27 | Financial and Operations Principal Examination | 13 March 1987 |
| Series 4 | Registered Options Principal Examination | 6 February 1987 |
| Series 24 | General Securities Principal Examination | 24 December 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 1983 |
| Series 7 | General Securities Representative Examination | 20 July 1979 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Marc Shubert
- CRD
- 867108
- Firm
- Blue Granite Capital · CRD 125607
- Role
- Partner & Chief Compliance Officer
- Office
- Orlando, FL
- Registration
- Investment adviser registration
- In the industry since
- February 1982
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluegranitecapital.com
Where does John Shubert work?
John Shubert has been Partner & Chief Compliance Officer of Blue Granite Capital, LLC since March 2026.
Is John Shubert a financial advisor?
Yes. John Shubert has a current investment-adviser registration in Florida, through Blue Granite Capital since October 2018.
How many years of experience does John Shubert have?
John Shubert has 44 years in the financial industry, since February 1982, across 3 adviser firms.
What exams has John Shubert passed?
John Shubert has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 4, Series 27, Series 53 and Series 26. The earliest, the Series 7, was passed in July 1979. FINRA credited John Shubert with the SIE, which began in October 2018.
Where did John Shubert work before Blue Granite Capital?
Before Blue Granite Capital, John Shubert was registered through Cbiz Investment Advisory Services, LLC, January 2018 to July 2018; Cbiz Retirement Plan Advisory Services, April 2002 to July 2018.
Where is John Shubert based?
John Shubert’s registered office is in Orlando, FL.
Is John Shubert registered with FINRA?
No. John Shubert has no current broker registration.
How can I verify John Shubert’s record?
Search CRD 867108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Shubert’s full registration record.
