John
Redfearn
Cape Investment Advisory, Inc
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About this Advisor
John Redfearn is a certified financial planner and chartered financial consultant who works out of Stockbridge, Georgia with 5 years of relevant experience. Redfearn is an employee of Cape Investment Advisory, Inc. Their career trajectory has included roles at Fiduciary Solutions Financial Services, Inc, Beacon Group Services, LLC, Md Planning Group, LLC, Cape Securities, Inc, Cape Investment Advisory, Inc, Vortex Advisory Services, LLC, Fiduciary Solutions Insurance Agency, LLC, Kaqun Capital Advisors, LLC, Healthcare Preference Group, Inc, Veracor Financial LLC, Working Warriors LLC, Global Investment Advisory LLC, Fiduciary Solutions, LLC, Veracor Management, LLC, Scn4All LLC, Optical Technologies, Inc, Veracor Services, LLC, Vitaquant, Inc, Veracor Holdings Inc, Veracor Capital Group Lp, Veracor Capital Advisors LLC, E-Med4All Usa LLC, Pathfinder Global Financial Services, LLC and Patriot Arms Usa Inc. Redfearn has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and North Carolina. Cape Investment Advisory, Inc is a registered investment firm headquartered in Mcdonough, GA. The investment advisory business has offices in 29 locations and a total of 139 people on staff. It controls $299 million in total assets among its 1,589 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,589 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Cape Investment Advisory, Inc has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which services the firm provides the client. Fees charged by Cape Investment Advisory, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$298,865,172
139
1,589
$188,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Redfearn Work History
John has been registered as a financial advisor for 5 years.*
E-Med4All Usa LLC
Working Warriors LLC
Healthcare Preference Group, Inc
Global Investment Advisory LLC
Scn4All LLC
Veracor Services, LLC
Vitaquant, Inc
Veracor Capital Group Lp
Pathfinder Global Financial Services, LLC
Patriot Arms Usa Inc
Veracor Management, LLC
Veracor Holdings Inc
Veracor Capital Advisors LLC
Fiduciary Solutions Financial Services, Inc
Cape Securities, Inc
Cape Investment Advisory, Inc
Fiduciary Solutions Insurance Agency, LLC
Md Planning Group, LLC
Veracor Financial LLC
Kaqun Capital Advisors, LLC
Optical Technologies, Inc
Vortex Advisory Services, LLC
Beacon Group Services, LLC
Fiduciary Solutions, LLC
*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 Redfearn 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 Cape Investment Advisory, Inc
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Hanover, MD
Mcdonough, GA
Orlando, FL
Mcdonough, GA
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.
