John Deardorff (CRD# 4877969) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 19 years of experience in the finance industry. John Deardorff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compak Asset Management | Newport Beach, CA | Nov 2015 - Current | 8 |
| Compak Securities Inc. | Newport Beach, CA | Nov 2015 - Current | 8 |
| Check Capital Management Inc. | Costa Mesa, CA | Dec 2014 - Oct 2015 | < 1 |
| Mercer Global Advisors | Newport Beach, CA | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MD
- MI
- MN
- MO
- NV
- NC
- OR
- TX
- VA
- WA
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Total Assets Under Management1,079MILLIONS
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Total Number of Accounts3,027ACCOUNTS
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Average Account Value$356,370
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI
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