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John Jeffrey Gardner

Maripau Wealth Management LLC

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About John Jeffrey Gardner

John Jeffrey Gardner is an Investment Advisor Representative associated with Maripau Wealth Management LLC. John Jeffrey Gardner is registered with the state of California and Texas as an Investment Advisor Representative. John Jeffrey Gardner has been in the financial industry since 2014. John Jeffrey Gardner also works with Financial Convergence Insurance Solutions Inc. as the CEO, Founder, and Insurance Agent.

Firm Information

John Gardner is currently registered with Maripau Wealth Management LLC. Maripau Wealth Management LLC is an investment advisor registered with the SEC. Based in FORT WAYNE, IN, they manage $235,008,470 in assets for 1,986 clients. Services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has 16 licensed agents, 17 investment adviser representatives, and 17 investment advisory functions. They have a particular focus on high-net-worth individuals, with 30 such clients and $47,977,026 in assets under management.
Maripau Wealth Management LLC

4509 MAPLECREST ROAD

FORT WAYNE, IN 46835

$235.01M

Assets Under Management

Not reported

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Gardner’s Registration & Firm History

CA

04/29/2021 - Present

Maripau Wealth Management LLC (Redding CA)

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Licenses & Designations

IA

Issued 07/17/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Jeffrey Gardner.
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