ADVISOR BIO

John Felix Bodovitz is an active investment advisor representative with Western International Securities, Inc. located in Newport Beach, CA. John has been in the financial industry since 1984. John also previously worked for Wells Fargo Advisors, Prudential Securities Incorporated, Kidder, Peabody & Co. Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. John is registered with FINRA and the state of California.

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ADVISOR BIO

John Randall Carter is a financial advisor based in Newport Beach, CA. John Carter has been in the financial services industry for over 30 years and is currently affiliated with United Planners' Financial Services Of America A Limited Partner. John Carter has a strong background in investments, insurance, and real estate.

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ADVISOR BIO

John Hart is an active investment advisor representative with The Ayco Company, LP. John is based in Newport Beach, California. John has been in the industry since August 7, 2019. John has passed the Series 66, Series 7TO, and SIE exams. John has specialized in providing services for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

John Balster is a financial advisor with over 15 years of experience in the financial services industry. John is currently registered with Osaic FA, Inc. John is also registered with the state of California. John previously worked with PRINCIPAL SECURITIES, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION.

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ADVISOR BIO

John Derosa is a financial advisor with Raymond James & Associates, Inc., in Newport Beach, CA. John Derosa has been in the financial services industry since 1970 and is licensed to provide financial advice and services in 27 states. John Derosa specializes in providing financial planning, investment management, and pension consulting services for individuals and businesses. John Derosa is also registered as an investment advisor in California and Texas.

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ADVISOR BIO

John Howell Swift is a financial advisor with over 25 years of experience in the industry. John currently works with LPL Financial LLC and has been registered with the firm since 2019. Previously, John worked at Neuberger Berman BD LLC, Wells Fargo Clearing Services, LLC, Levco Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has been registered as an Investment Advisor Representative for the State of California and has a combined Series 66 and Series 7 license.

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ADVISOR BIO

John Michael West is a financial advisor registered with Flatrock Wealth Partners LLC and has been in the industry since 1998. John is based in Newport Beach, California. John holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE designation. John is a Chartered Financial Analyst and has experience working with high-net-worth individuals.

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ADVISOR BIO

John Walter Marshall has been in the financial services industry since December 1978. John is currently registered with B.b. Graham & Company, Inc. in California, Ohio, and Oregon. Previously, John was registered with RBC Capital Markets, LLC in California from March 2002 to December 2019. John holds licenses for Securities Industry Essentials Examination, Futures Managed Funds Examination, Foreign Currency Options Examination, Interest Rate Options Examination, and General Securities Representative Examination. John is also licensed in several states.

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ADVISOR BIO

Johnathon Soria is an investment professional with over 7 years of experience in the financial services industry. Currently, Johnathon is a Registered Representative at J.P. Morgan Securities LLC. Johnathon holds both Series 7 and Series 66 licenses as well as the Securities Industry Essentials Examination (SIE). Previously, Johnathon has also worked at Northwestern Mutual Investment Services, LLC and Wells Fargo Clearing Services, LLC. Johnathon is active in various states across the United States. Johnathon's primary focus is providing investment advice to individual and corporate clients.

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ADVISOR BIO

Jon Chambers is a registered investment advisor representative with Sageview Advisory Group, LLC. Jon has been with Sageview Advisory Group, LLC since April 2014 and has been in the industry since March 1999. Jon has passed the Series 2 exam and is registered with the state of California. Jon's specializations include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS