Before working with John, I had been studying for the Series 65 for over four months and had already failed the exam twice. Coming from a strength and conditioning background with no traditional finance experience, I was struggling to connect the concepts and build the confidence I needed to pass.
John's teaching style completely changed that for me. He has an incredible ability to break down complex topics into simple, easy-to-understand concepts that actually stick. Not only did he dramatically improve my knowledge of the material, but he also gave me the confidence to walk into the testing center believing I could pass. After working with John, I passed my Series 65, and I honestly give him a tremendous amount of credit for that success.
He was patient, knowledgeable, encouraging, and genuinely invested in helping me achieve my goal. If you're preparing for the Series 65, I recommend John 10 out of 10 times. He is hands down the best tutor I've worked with, and I wouldn't have passed without his guidance. Thank you, John, for helping me accomplish something that once felt out of reach.
Past Student: Caleb Caldwell
Series 65 student
I didn’t reach out to a tutor at my first failed attempt. After couple of failed attempts of S66, I split my exams into S63 & S65. Serries 63 passed with flying colors and here we were again, Serries 65 gave me grief. That’s when I turned to tutoring as my last resort. John helped me get my head in the right place navigating these multiple failed exams.
Through proper interview process and evaluation, he was able to find my weaknesses of test taking as well material. He confirmed that my knowledge base was good, but it needed some adjustment in question breakdown. We spent time discussing topics and reviewing practice exams. It was after few session I felt ready to look the giant in the eyes again.
After passing my exam John was the second person I reached out to (sorry I had to let my husband know first ) to let him know that his tutoring skills were successful in the passing of my exam. Highly recommend John for your next tutoring sessions. Don’t wait to reach out until multiple failed attempts.
— Anya Bilivsky | LPL Financial Advisor
CA Insurance License #: 4010378LPL Financial Insurance Lic # 0518721
SAFE Financial Services
I worked with John for a little over 2 months before passing my Series 7. John is very knowledgeable, patient, and explains difficult concepts in a way that is easy to understand.
His guidance alone was a difference maker in me obtaining a passing score. I would confidently recommend working with John to anyone looking for a dedicated and effective tutor to work with.
— Kevin Purcell, Operations Assistant- Baird Wealth Management
I cannot recommend John, The Sherpa, enough! Definitely the best 65 tutor out there! He tailor makes your tutoring schedule, incredibly flexible, and has a way of breaking down the material in a way I had never experienced before! Without him I would not have been able to pass the exam! Thanks to John I can say I survived the Series 65! Thank you John!
Sara Nemetz
Client Service Specialist
Fisher Investments
