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John Appleby
Helping investment professionals and Advisors mitigate risk and achieve better returns
John Appleby is the Founding Partner of Essential Returns Objective, a company focused on assisting CEOs in addressing lawsuit risks associated with their companies. With nearly forty years of experience in equity markets, Appleby brings extensive expertise to his role.2
Based in La Jolla, California, United States1, John Appleby has a background in financial services and fintech. His company, Essential Returns Objective, operates in the financial services industry and is headquartered in the United States.5
Professional Background
Appleby holds Series 63 and Series 65 licenses, certifying him as both a securities agent and an investment advisor.3 This indicates his deep knowledge of financial regulations and investment strategies.
Company Focus
Essential Returns Objective appears to specialize in:
- Risk assessment and management for CEOs
- Financial analysis and investment advice
- Fintech software solutions
In his role as Founder, Appleby's duties include accounting and relationship building.4 The company's approach seems to be grounded in thorough analysis and cautious investment strategies. For instance, Appleby has mentioned advising against investing in a particular fund despite its recent outstanding performance, based on the company's comprehensive analysis.2
John Appleby's LinkedIn profile can be found under the username john-appleby-8406614, where more details about his professional experience and insights may be available.
