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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 Bradley Weis is an Investment Advisor Representative associated with Cape Investment Advisory, Inc. John Bradley Weis is registered with the state of California, Georgia and Texas. John Bradley Weis has been in the industry since 2010 and is Series 7 and Series 65 licensed. John Bradley Weis has experience with high net worth individuals, pension and profit sharing plans, individuals other than high net worth and offers financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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GA
01/08/2021 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
FL
02/19/2010 - 05/21/2010
MORGAN STANLEY SMITH BARNEY (ORLANDO FL)
IA
Issued 06/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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