TrueAdvisor
TrueAdvisor
JB
JB

John Betterman

Cura Collective Legacy
28 Years of Experience
San Jose, CA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

John Betterman is a registered investment advisor at Cura Collective Legacy, based in San Jose, CA, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Cura Collective Legacy
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1M+0.55%

Fees may be negotiable in certain circumstances. Accounts utilizing Betterment incur an additional 0.12% platform fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Jose, CA

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2016
Final
Customer Dispute
October 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a licensed insurance agent selling life and health insurance since September 2023. The time commitment varies.

Employment History
Current Registrations
Cura Collective Legacy
March 2026 - Present · 7 mos
Betterman Digital Wealth, INC.
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Madison Family Advisors, INC.
November 2011 - December 2015 · 4 yrs 1 mo
Oak Family Advisors, LLC
December 2010 - August 2012 · 1 yr 8 mos
Oak Family Advisors, LLC
December 2010 - December 2010 · 0 mos
Betterman Investment Group, LLC
July 2006 - December 2008 · 2 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 1994 - August 2006 · 12 yrs 2 mos
State Registrations2 states
CAIL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in San Jose, CA →All financial advisors in California →