John
Zaffarano

Newbridge Financial Services Group, Inc

CRD#6690551
Investment Advisor
in Boca Raton, FL

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About this Advisor

John Zaffarano is a financial advisor operating out of Boca Raton, Florida with 2 years of industry experience. Zaffarano currently works for Newbridge Financial Services Group, Inc. Their career trajectory has included roles at Law Office Of Lance Denha, Digital Star Entertainment, Rat Free Wildlife Solutions, Newport Coast Securities and Newbridge Securities Corporation. Zaffarano maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can serve investors in Florida, Louisiana and Texas. Newbridge Financial Services Group, Inc is an advisory business headquartered in Boca Raton, FL. The company has offices in 38 locations and a total of 141 employees. It manages $472 million in assets among its 2,184 client accounts, placing it among the bigger firms in the country by assets under management. Of its 2,184 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually vary depending on which services the firm provides the client. However, fee types billed by Newbridge Financial Services Group, Inc likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1200 North Federal Highway Suite 400
Boca Raton, FL 33432

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Newbridge Financial Services Group, Inc Brokerage Details

Total Assets Under Management

$471,970,819

FL Average: $1,855,561,029
Total Number of Employees

141

FL Average: 62
Total Number of Accounts

2,184

FL Average: 2,474
Average Account Size

$216,104

FL Average: $750,025

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

John Zaffarano Work History

John has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Rat Free Wildlife Solutions

2016 - Present (8 years)

Newbridge Securities Corporation

2016 - 2016 (< 1 year)

Newport Coast Securities

2015 - 2016 (1 year)

Digital Star Entertainment

2009 - 2013 (4 years)

Law Office Of Lance Denha

*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 Zaffarano 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 Newbridge Financial Services Group, Inc

Giovanni Buzzetta
Morristown, NJ
John Donoso
Boca Raton, FL
Ivan Gefen
Boca Raton, FL
Patrick Baird
Boca Raton, FL
John Egan
Boca Raton, FL
Cameron Blair
Boca Raton, FL
Jeffrey Eglow
Boca Raton, FL
Gaspar Garcia
Boca Raton, FL

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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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.

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