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John Dean Stamas

Defender Capital

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About John Dean Stamas

John Dean Stamas is a financial advisor with Defender Capital. John has over 20 years of experience in the financial services industry. He has worked with a variety of clients, including high-net-worth individuals, families, and businesses. John is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.

Firm Information

John Stamas is currently registered with Defender Capital. Defender Capital is an investment advisor registered with the SEC, located in Charlotte, North Carolina. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm manages approximately $413.7 million in assets for 511 clients, including individuals, high-net-worth individuals, and charitable organizations.
Defender Capital

1310 SOUTH TRYON STREET

CHARLOTTE, NC 28203

$413.73M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Stamas’s Registration & Firm History

NC

02/03/2012 - Present

Defender Capital (CHARLOTTE NC)

NC

06/22/2007 - 02/01/2012

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

07/15/2005 - 06/25/2007

MOORS & CABOT FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

NC

07/16/2001 - 08/21/2006

MOORS & CABOT, INC. (CHARLOTTE NC)

NY

01/12/1996 - 08/16/2001

WEATHERLY SECURITIES CORPORATION (NEW YORK NY)

NY

06/10/1992 - 12/22/1995

OPPENHEIMER & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/1999

Series 24 - General Securities Principal Examination

BC

Issued 06/08/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Dean Stamas. Review regulatory record here.
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