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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 Kleponis is a Registered Investment Advisor Representative who is actively registered in California. John Kleponis has been in the industry since August 2005 and currently works for MAI Capital Management, LLC. John Kleponis has a Series 65 license and has a designation as a Chartered Financial Analyst. The advisor provides services in the areas of financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles. The advisor has clients that include other investment advisors, charitable organizations, high net worth individuals, corporations or other businesses, individuals other than high net worth, state or municipal government entities and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CA
10/23/2018 - Present
MAI Capital Management, LLC (Newport Beach CA)
IA
Issued 06/28/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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