John Defonso, financial advisor Los Angeles CA

John Defonso

CRD Number: 6406556
Current Firm: Aqua Capital Advisors
Compensation Model: Fee Only
John Defonso (CRD# 6406556) is an Investment Advisor Representative working at Aqua Capital Advisors in Los Angeles, CA and has over 10 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Aqua Capital Advisors LLC Los Angeles, CA Aug 2016 - Current 7
Arxstone Partners, LLC Los Angeles, CA Dec 2014 - Current 9
Self-employed Los Angeles, CA Jun 1997 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for John P. Defonso
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $784,256
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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