Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Bussel is a Registered Investment Advisor (IA) representative of Team Hewins, LLC. John has been a registered advisor since 1997 and holds Series 63, 65, and 7 licenses. John is also a director of the Shepard Broad Foundation and owner and director of Broad-Bussel Enterprises, Inc. John has specialized in providing financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Team Hewins, LLC, is a Registered Investment Advisor (RIA) headquartered in Redwood City, CA. The firm has approximately $1 billion - $10 billion in assets under management and provides a variety of financial services including financial planning, portfolio management, educational seminars, and investment advice. The firm has 18 investment advisor representatives and 13 individuals performing investment advisory functions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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CA
06/01/2018 - Present
Team Hewins, LLC (REDWOOD CITY CA)
NY
02/12/1997 - 01/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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