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John Bevilacqua

Personal Wealth Management Advisors, Inc.

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About John Bevilacqua

John Bevilacqua is a registered Investment Advisor Representative with Personal Wealth Management Advisors, Inc. John has been in the financial services industry since 1994. John has a Series 7, Series 63 and Series 65 licenses. John has also been an adjunct faculty member at Franklin University in Columbus, Ohio. John's firm, Personal Wealth Management Advisors, Inc., manages over $34 million in assets. They offer a variety of services including portfolio management for individuals and businesses. They primarily work with individuals, high net worth individuals and charitable organizations.

Firm Information

John Bevilacqua is currently registered with Personal Wealth Management Advisors, Inc.. Personal Wealth Management Advisors, Inc. is an investment advisor that manages approximately $34.2 million in assets. The firm provides portfolio management services for individuals, businesses, and charitable organizations. They have a total of 42 accounts, with all of them being discretionary.

$34.20M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Bevilacqua’s Registration & Firm History

OH

12/19/2005 - Present

Personal Wealth Management Advisors, Inc. (DUBLIN OH)

NY

07/19/2000 - 08/11/2000

J.C. BRADFORD & CO. (NEW YORK NY)

NY

01/29/1999 - 07/06/2000

J.C. BRADFORD & CO. (NEW YORK NY)

OH

12/21/1994 - 03/10/1999

FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bevilacqua.
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