John
Zezini

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#2657153
Investment Advisor
in Sacramento, CA
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About this Advisor

John Zezini is a certified financial planner in Sacramento, California. Currently a registered advisor at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Zezini has 15 years of professional experience in the financial advisory industry. Zezini has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Zezini can operate in California and Texas. During their career, Zezini has held roles at Edward Jones, Royal Alliance, Golden State Wealth Management, LLC, Genovese Burford & Brothers Wealth & Retirement Plan Mgmt LLC and Lpl Financial, LLC. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is headquartered in Sacramento, California, and has two other locations across the country. In total, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC oversees $2 billion in assets across 2,520 client accounts and employs 26 staff members. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 2,471 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1515 Response Road
Sacramento, CA 95815

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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details

Total Assets Under Management

$2,019,020,582

CA Average: $7,578,581,321
Total Number of Employees

26

CA Average: 43
Total Number of Accounts

2,520

CA Average: 3,727
Average Account Size

$801,199

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Zezini Work History

John has 15 years of experience.

2017 - Present (2 years)

Golden State Wealth Management, LLC

2017 - Present (2 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Royal Alliance

2015 - 2017 (2 years)

Genovese Burford & Brothers Wealth & Retirement Plan Mgmt LLC

2003 - 2015 (12 years)

Edward Jones

Disclosures

John Zezini has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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