John Defonso, financial advisor Los Angeles CA

John Defonso

CRD Number: 6406556
Current Firm: Aqua Capital Advisors
Compensation Model: Fee Only
John Defonso (CRD# 6406556) is an Investment Advisor Representative working at Aqua Capital Advisors in Los Angeles, CA and has over 10 years of experience in the finance industry.
CONTACT
Similar Advisors
 , financial advisor Los Angeles CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
Jason Stein, financial advisor Los Angeles CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Professional Designations
Company Name Location Dates Years
Aqua Capital Advisors LLC Los Angeles, CA Aug 2016 - Current 6
Arxstone Partners, LLC Los Angeles, CA Dec 2014 - Current 7
Self-employed Los Angeles, CA Jun 1997 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for John P. Defonso
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $741,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Ready to hire a financial advisor? Get competitive proposals from John Defonso and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.