John Robert Workman
Financial advisor at Pathstone · Scottsdale, AZ
Last updated 2026-10-10
Claim your profileJohn Robert Workman is a financial advisor at Pathstone in Scottsdale, AZ, CRD 4850893. Licenses and exams on the registration: Series 65. IAPD registration began 2004-10-11.
Registration
- CRD number
- 4850893
- Registration status
- Active
- IAPD registration
- 2004-10-11
- Industry Experience
- 21 years
- Work Experience
- 9 years
- States registered
- AZ
Licenses and exams
- Series 65
Work history
- 2016-11 to 2022-07 · Pathstone Federal Street · Scottsdale, AZ
- 2022-07 to Present · Pathstone · Scottsdale, AZ
Current employment
- Pathstone · Englewood, NJ
Pathstone
- Regulatory AUM
- $110,295,873,738
- Registered advisors
- 205
- Offices
- 46
- Clients per advisor
- 10.9 (Low)
- Average AUM per client
- $49.2M (Moderate)
- High-net-worth client ratio
- 81.7% (High)
About
John Robert Workman is a financial advisor at Pathstone in Scottsdale, AZ. Reported securities licenses include Series 65. The latest record indicates 21 years of industry experience and 9 years of reported work history.
Pathstone's firm-level Form ADV reports 205 advisors across 46 offices; approximately 10.9 clients per advisor, average assets per client of $49,151,459, and regulatory AUM of $110.3B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
What this firm offers
Filed by Pathstone on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Other Business Is Primary Business
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
15169 N. Scottsdale Rd, Scottsdale, AZ 85254
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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