John Destefanis
John Destefanis is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Weymouth, MA, with 38 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Weymouth, MA
Get directionsHistory
Regulatory History (7)
Regulatory
May 2009Customer Dispute
August 2008Regulatory
July 2008Customer Dispute
June 2008Employment Separation After Allegations
May 2008Customer Dispute
December 2007Customer Dispute
September 2004Other Business ActivitiesSells Insurance
John is an IAR affiliate with CIRA and president of Destefanis Financial Services, where he also operates under a DBA. These activities are investment-related and take up significantly more than full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.
Cantella & CO., INC.Broker
US Financial Advisors, LLC
U.S. Wealth Advisors, LLC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations22 states
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.