John
Sampers

Sfi Advisors, LLC

CRD#2439443
Investment Advisor
in Montclair, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Sampers is a financial advisor based in Montclair, New Jersey, working with Sfi Advisors, LLC. John has previously held positions at Sfi Insurance Services, Inc, Partners Securities, Inc, Kestra Financial Services, Inc, Private Client Services, LLC, and Sfi Advisors, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia, New Jersey, and Texas. Currently, John is part of Sfi Advisors, LLC, which operates out of Montclair, New Jersey. The firm has 1 office and 10 employees. The firm manages assets totaling $239.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Sfi Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

79 Midland Ave.
Montclair, NJ 07042

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.

Sfi Advisors, LLC Brokerage Details

Total Assets Under Management

$239,000,000

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

10

NJ Average: 92
Total Number of Accounts

297

NJ Average: 6,978
Average Account Size

$804,714

NJ Average: $1,450,417

Investment Advisory Services

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

John Sampers Work History

2017 - Present (7 years)

Private Client Services, LLC

2017 - Present (7 years)

Sfi Advisors, LLC

2009 - Present (15 years)

Sfi Advisors, LLC

1994 - Present (30 years)

Sfi Insurance Services, Inc

1993 - Present (31 years)

Sfi Insurance Services, Inc

2016 - 2017 (1 year)

Kestra Financial Services, Inc

1997 - 2016 (19 years)

Partners Securities, Inc

Disclosures

Please visit the SEC profile of John Sampers 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 Sfi Advisors, LLC

Joel Schreiber
Montclair, NJ
Connor Tarleton
Duluth, GA
Christopher Sampers
Duluth, GA
John Sampers
Montclair, NJ
Peter Goodman
Montclair, NJ
Scott Smith
Montclair, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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