John Berzellini
John Berzellini is a CFP-designated registered investment advisor at Jba Financial Advisors, based in Timonium, MD, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are negotiable for clients with assets under management over $15,000,000.
Fee Estimator
Location
30 East Padonia Road, Suite 301, Timonium, MD, 21093
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John receives referral business from Esot Resources, Inc. related to insurance/security sales and works as an IAR offering investment advisory services. He also works as an insurance agent offering accident/health, disability, and fixed/equity index annuities, and owns John Berzellini & Associates, offering tax preparation services, dedicating about half his time to insurance and investment activities and minimal time to tax preparation.
Employment History
Current Registrations
Jba Financial Advisors
Previous Registrations
Jba Financial Advisors
Jefferson Pilot Securities CORP
State Registrations1 state
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.