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John Paul Ledesma

Emerson Equity LLC

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About John Paul Ledesma

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.

Firm Information

John Ledesma is currently registered with Emerson Equity LLC. Emerson Equity LLC is a California-based limited liability company formed in 2003 that provides investment advisory services. With over 200 registered representatives and 70+ investment advisor representatives, the firm manages approximately $176 million in regulatory assets for a range of clients, including individuals, pension plans, and other investment advisors. Their services include financial planning, educational seminars, portfolio management, and selection of other advisors. Emerson Equity focuses on providing comprehensive investment advice to individuals and institutions and specializes in the management of private placement life insurance and insurance dedicated funds. They are registered with the SEC and in all 50 states.
Emerson Equity LLC

155 BOVET ROAD, SUITE 725

SAN MATEO, CA 94402

$176.17M

Assets Under Management

39

Total Clients

165

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.

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management of private placement life insurance / insurance dedicated funds (single investor private funds)

Management of private placement life insurance / insurance dedicated funds (single investor private funds)

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 Ledesma’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Paul Ledesma.
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