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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Rojas is a financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner (CFP) and has been registered as a broker-dealer with Newedge Advisors since June 2022. Prior to that, John was a financial advisor with Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC. John holds a Series 7, Series 24 and Series 63 licenses. John is a Registered Investment Advisor and has a background in providing financial planning services to individuals and families. John is also experienced in portfolio management and pension consulting. John provides investment advisory services through Newedge Advisors, LLC., an independent investment advisor firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
11/13/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
FL
02/06/2015 - 06/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
FL
01/01/2008 - 02/09/2015
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
FL
06/23/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WEST PALM BEACH FL)
FL
02/18/2000 - 07/01/2003
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
MO
08/04/1998 - 02/22/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
02/28/1997 - 07/29/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
BC
Issued 09/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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