Unclaimed
John Paul Ledesma is a financial professional with over 30 years of experience in the industry. John Paul is currently registered with Emerson Equity LLC and has a broad range of experience across several financial disciplines. John Paul's career has taken him through various firms and sectors, including experience in insurance, real estate, and investments, and he holds licenses that allow him to offer a wide range of services to his clients. John Paul focuses on providing comprehensive financial planning, wealth management, and investment management advice. He has a commitment to helping individuals and families reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
1
2
CA
05/06/2021 - Present
Emerson Equity LLC (Irvine CA)
CA
01/29/2019 - 05/03/2021
CAPULENT LLC (Irvine CA)
CA
02/13/2017 - 03/27/2017
INDEPENDENT FINANCIAL GROUP, LLC (MISSION VIEJO CA)
NA
10/25/1993 - 11/01/1994
ATLANTA-ONE, INC.
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 15 - Foreign Currency Options Examination
BC
Issued 07/19/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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