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Advisors / Ohio / Youngstown
3yrs

John Bates

Financial advisor at Commonwealth Financial Network

Based in Youngstown, Ohio, John Bates is a fiduciary financial advisor with 3 years of industry experience. John has been with Commonwealth Financial Network since 2024. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 58 advisors with offices in Youngstown, and one of 39 fiduciaries.

Youngstown, OH 44505Fiduciary advisor

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4308 Belmont Ave. Suite 2, Youngstown, OH 44505
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Commonwealth Financial Network at (781) 736-0700 and ask for John Bates. John works from the Youngstown, OH office.

How long has John been a financial advisor?

John has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does John hold?

Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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