John
Dewitt

Pathstone

CRD#6967615
Investment Advisor
in Winter Park, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Dewitt is a certified financial planner working out of Winter Park, Florida. Dewitt is currently employed by Pathstone. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Fidelity Investments, Mediant Communications, Full Time Education, Tasu Asian Bistro, Full Time Student, Stewardship Advisory Group, Allgen Financial Advisors, Inc and Pathstone. Dewitt has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Pathstone is an advisory firm operating out of Englewood, NJ. The company has offices in 15 locations and a total of 297 people on staff. It handles $25 billion in assets across its 18,943 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 49 charities and foundations. Of its 18,943 customer accounts, 77% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on the type of services provided. However, fees charged by Pathstone most likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

145 Lincoln Avenue Suite A
Winter Park, FL 32789

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pathstone Brokerage Details

Total Assets Under Management

$24,835,859,938

FL Average: $10,121,009,343
Total Number of Employees

297

FL Average: 92
Total Number of Accounts

18,943

FL Average: 6,978
Average Account Size

$1,311,084

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Dewitt Work History

John has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Pathstone

2020 - 2020 (< 1 year)

Stewardship Advisory Group

2020 - 2022 (2 years)

Allgen Financial Advisors, Inc

2018 - 2019 (1 year)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Fidelity Investments

2017 - 2017 (< 1 year)

Mediant Communications

2015 - 2017 (2 years)

Full Time Education

2014 - 2015 (1 year)

Tasu Asian Bistro

2013 - 2014 (1 year)

Full Time Student

*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 Dewitt 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 Pathstone

Blaire Busto
Seattle, WA
Carly Bradshaw
Bellevue, WA
Patrick Mcnamara
Englewood, NJ
Mariah Maines
Englewood, NJ
Matthew Fleissig
Englewood, NJ
John Dewitt
Winter Park, FL
Gregory Mendoza
Winter Park, FL
John Elmes
Englewood, NJ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started