John
Santini
Ethos Financial Group, LLC
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About this Advisor
John Santini is a financial advisor operating out of King Of Prussia, Pennsylvania, with a total of 1 year of industry experience. Santini works at Ethos Financial Group, LLC. Throughout their career, Santini has worked at Local 79, Metlife Securities Inc, Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Ethos Financial Group, Innovation Partners LLC and Bank Of America, N.A. Santini has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Pennsylvania. Ethos Financial Group, LLC is a financial advisory business that has its headquarters in King Of Prussia, PA. It has offices in two locations and a total of 16 people on staff. It has $652 million in assets under management among its 1,815 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 1,815 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fee types charged by Ethos Financial Group, LLC can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ethos Financial Group, LLC Brokerage Details
$651,837,810
16
1,815
$359,139
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
John Santini Work History
John has been registered as a financial advisor for 1 years.*
Ethos Financial Group
Innovation Partners LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Local 79
*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 Santini 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 Ethos Financial Group, LLC
King Of Prussia, PA
Baton Rouge, LA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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.
