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President · Retirement Consulting Group, Inc.

John H. Upton

CRD 1363612 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirement Consulting Group, Inc., an SEC-registered asset manager based in Lake Oswego, OR with $457 million in regulatory assets, lists John H. Upton on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brett W. PohlChief Compliance Officer, Retirement Consulting Group, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.