Invested Better
Portfolio Management for Businesses Advisors in Sarasota, Florida
918 Results
Unclaimed

J. L. Bainbridge & CO., Inc.

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Joel Gordon Oldham is a registered Investment Advisor Representative in Florida and Texas. Joel has been in the financial services industry since 1996. Currently, Joel is associated with J. L. Bainbridge & CO., Inc. and works from the firm's office in Sarasota, Florida. Previous affiliations include Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SARASOTA, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Johana Rivera gonzalez is a registered representative with J.P. Morgan Securities LLC and has been in the financial industry since 2022. Johana is registered to provide securities related services in Florida. Johana holds the SIE and Series 6TO licenses. The branch office for Johana is in Sarasota, Florida. J.P. Morgan Securities LLC is a well-established firm, with over $50 billion in assets under management and a strong focus on providing financial planning and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SARASOTA, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Johanna Gustafsson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Sarasota, Florida. Johanna has been in the securities industry since March 10, 1999 and has worked for the firm since January 1999. Johanna is licensed to provide investment advice in several states including Texas and Florida. Johanna is a licensed investment advisor representative in Florida and Texas. Johanna offers a range of financial services to individual and institutional clients, including portfolio management, financial planning, and investment advice. Johanna is committed to providing her clients with the highest level of service and helping them achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Truist Advisory Services, Inc.

location

SARASOTA, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

John Logan Akin is a registered investment advisor representative with Truist Advisory Services, Inc. John has been in the financial services industry since December 2008. John is currently registered with FINRA, the state of Florida and Rhode Island as an investment advisor representative and Texas as a resident investment advisor representative. John holds the Series 6, 7, and 66 securities licenses and is also licensed to sell insurance in multiple states. John has a specialization in portfolio management for individuals and businesses, as well as financial planning and other financial services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC

location

SARASOTA, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John James Meany is an active investment advisor representative and registered representative at Cetera Investment Advisers LLC. John James Meany has been in the industry since 1994 and holds Series 7, 24, 63, 65, and 72 licenses. John James Meany also works with clients in California, District of Columbia, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. John James Meany's previous firm is SUMMIT BROKERAGE SERVICES, INC. John James Meany is also a managing partner for Freedom Capital Group LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J. L. Bainbridge & CO., Inc. | CFP ® (Certifications)

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

John Brewster Leeming is a financial professional with over 20 years of experience in the industry. John is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. John has been associated with J. L. Bainbridge & CO., Inc. since August 2003 and has a long history of providing financial advice to individuals, families, and businesses. John specializes in financial planning and portfolio management for individuals and families. John is registered with the states of Florida and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Johnson Private Wealth Management, LLC | CFP ® (Certifications)

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

John Anthony MacHonga is a financial advisor with over 30 years of experience in the financial services industry. John is a Certified Financial Planner™ and is currently registered with Johnson Private Wealth Management, LLC in Sarasota, Florida. John’s specialties include portfolio management for individuals and financial planning. He has previously worked with a number of firms including FirstMerit Financial Services, Inc., CCO Investment Services Corp., Investment Professionals, Inc., Midwest Financial and Investment Services, Inc., Raymond James Financial Services, Inc., Terra Securities Corporation, and Robert Thomas Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SARASOTA, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Jones is a financial advisor with over 15 years of experience in the industry. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where John has been employed since 2009. John has previously worked with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. John holds a Series 7, Series 63 and Series 66 license. John's clients include individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. John's experience and qualifications allow John to provide a variety of services to John's clients.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

Sarasota, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Hegener is a financial advisor registered with Ameriprise Financial Services, LLC. John has been active in the financial industry since March 17, 2018, and is registered with the state of Florida and Texas. John has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC. John is a Series 7, Series 66, and SIE licensed advisor. John specializes in portfolio management for individuals and businesses, asset allocation services, financial planning, pension consulting, and educational seminars. John is also involved in the business ownership of a non-investment related business in Bradenton, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Belpointe Asset Management LLC

location

SARASOTA, FL

disclosure

5 Disclosures

ADVISOR BIO

John A. Colon is a registered Investment Advisor Representative with Belpointe Asset Management LLC. John has been in the industry for over 30 years. John has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and pension plans. John also provides financial planning, pension consulting, educational seminars, and selection of other advisors. John is registered in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals

Need help matching

with the right advisor?