John
Esparza
Halbert Hargrove
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About this Advisor
John Esparza is a financial advisor based in Long Beach, California, working with Halbert Hargrove. John has previously held positions at Halbert Hargrove, California National Guard, United States Army, Knotts Berry Farm, Cochise College, University Of Arizona, and Caci. John has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, John is part of Halbert Hargrove, which operates out of Long Beach, California. The firm has 9 offices and 49 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Halbert Hargrove includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Halbert Hargrove Brokerage Details
$3,162,314,796
49
4,434
$713,197
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
John Esparza Work History
Halbert Hargrove
University Of Arizona
Caci
California National Guard
United States Army
Knotts Berry Farm
Cochise College
Disclosures
Please visit the SEC profile of John Esparza 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 Halbert Hargrove
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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