John
Ferneau
Kingswood Wealth Advisors, LLC
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About this Advisor
John Ferneau is a financial advisor operating in Denver, Colorado, with a total of 1 year of relevant experience. Ferneau works at Kingswood Wealth Advisors, LLC. Over the course of their career, they have held roles at Bfc Planning, Inc, Berthel Fisher & Company Financial Services, Inc, Benchmark Investments, LLC, Benchmark Advisory Services, LLC and Kingswood Wealth Advisors LLC. Ferneau has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. 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 advisors. It controls $969 million in assets between its 2,720 accounts, making it one of the larger firms in the nation by assets under management. Of its 2,720 client accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a broad set of services, such as 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 advisory fees largely vary depending on the financial services provided. Fee types charged by Kingswood Wealth Advisors, LLC can include 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 Ferneau Work History
John has been registered as a financial advisor for 1 years.*
Kingswood Wealth Advisors LLC
Benchmark Investments, LLC
Benchmark Advisory Services, LLC
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
*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 Ferneau 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
Miami, FL
Denver, CO
Sugar Hill, NH
Freeport, IL
San Diego, CA
San Diego, CA
Miami, FL
San Diego, CA
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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