John Masterson, financial advisor Chesterton IN

John Masterson

CRD Number: 4339363
Current Firm: Captrust

John Masterson (CRD# 4339363) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Securities LLC Raleigh, NC May 2020 - Current 3
Capfinancial Partners Llc (captrust) Raleigh, NC May 2020 - Current 3
Lakeside Wealth Management Group Indianapolis, IN Jul 2014 - May 2020 5
First Allied Securities San Diego, CA Jul 2014 - May 2020 5
Lpl Financial LLC Nobelsville, IN Jun 2012 - Jul 2014 2
Independent Financial Partners Noblesville, IN Jun 2012 - Jul 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for John J. Masterson
Phone Number: 919-870-6822
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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