John DeshawCRD Number: 1582344
Current Firm: Sowell Management
John Deshaw (CRD# 1582344) is an Investment Advisor Representative working at Sowell Management in Roseville, CA and has over 26 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Sowell Management||North Little Rock, AR||Mar 2020 - Current||1|
|Solera Asset Managers||Roseville, CA||Sep 2019 - Current||2|
|Solera Insurance Agency||Roseville, CA||Sep 2019 - Current||2|
|Pitney Bowes/novitex/exela Enterprise Solutions||Rancho Cordova, CA||Aug 2013 - Sep 2019||6|
|Self Employed||Roseville, CA||Apr 2012 - Aug 2013||1|
|Stone Cobra||Roseville, CA||Jan 2012 - Mar 2012||< 1|
|Southside Arts Center||Sacramento, CA||Jan 2010 - Jan 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management3,172MILLIONS
Total Number of Accounts15,810ACCOUNTS
Average Account Value$200,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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