John
Weiss
Crown Capital Securities, L.P
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About this Advisor
John Weiss is a financial advisor working in Dana Point, California with a total of 10 years of relevant experience. Weiss is on the advisory team at Crown Capital Securities, L.P. They have been employed by Crown Capital Securities, L.p for the entirety of their career. Weiss holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Crown Capital Securities, L.P is a financial advisory business that has its headquarters in Orange, CA. The firm has offices in 93 locations and a total of 164 employees. It has $1 billion in assets across its 5,654 client accounts, making it one of the bigger firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 5,654 accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. Crown Capital Securities, L.P has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Crown Capital Securities, L.P likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Weiss Work History
John has been registered as a financial advisor for 10 years.*
Crown Capital Securities Lp
*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 Weiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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