John
Bliss
Kingswood Wealth Advisors, LLC
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About this Advisor
John Bliss is a financial advisor operating out of San Diego, California with 1 year of relevant experience. Bliss works at Kingswood Wealth Advisors, LLC. Over the course of their career, they have held roles at Yieldquest Securities, LLC, Ifs Securities, Cantella & Co., Inc, Kingswood Capital Partners, LLC and Kingswood Wealth Advisors, LLC. Bliss has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Delaware, Georgia, Maryland, New Mexico, North Carolina and Texas. Kingswood Wealth Advisors, LLC is a registered investment company that has its headquarters in San Diego, CA. It has offices in seven locations and a total of 82 financial advisors. It oversees $969 million in assets across its 2,720 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,720 client accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically depend on which service is offered. Fee types billed by Kingswood Wealth Advisors, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Bliss Work History
John has been registered as a financial advisor for 1 years.*
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Cantella & Co., Inc
Ifs Securities
Yieldquest Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Bliss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
San Diego, CA
Miami, FL
San Diego, CA
Denver, CO
Miami, FL
Sugar Hill, NH
Freeport, IL
Stockbridge, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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