John Angelo Bivens

Capital Synergy Partners

29 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Capital Synergy Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

386 clients

Average Client Portfolio

$231K average

Assets Under Management

$89.1M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.75%

Fees may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Marina Del Rey, CA

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History

Regulatory History (3)

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.

Customer Dispute

December 2016

Denied

Criminal

May 1999

Final Disposition

Employment Separation After Allegations

February 1996

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John is the owner/president of Pacific Elite Management Group, providing fixed insurance and business management consulting, and Onyx Wealth Management, offering fixed insurance sales and service; these each take full-time hours. He is also the owner and CEO of West Jefferson Medical & Wellness Group, a medical and wellness spa, dedicating minimal time.

Employment History

Current Registrations

Capital Synergy Partners

October 2011 - Present · 14 yrs 4 mos

Capital Synergy PartnersBroker

September 2011 - Present · 14 yrs 5 mos

Previous Registrations

Wells Fargo Investments, LLC

May 2003 - September 2010 · 7 yrs 4 mos

Wells Fargo Investments, LLCBroker

April 2002 - September 2010 · 8 yrs 5 mos

TD Waterhouse Investor Services, INC.Broker

July 1998 - March 2002 · 3 yrs 8 mos

Painewebber IncorporatedBroker

May 1997 - January 1998 · 8 mos

Midwest Discount Brokers INC.Broker

December 1996 - February 1997 · 2 mos

Capital Securities of America, INC.Broker

May 1995 - February 1996 · 9 mos

Yee, Desmond, Schroeder & Allen, INC.Broker

July 1994 - May 1995 · 10 mos

Cartwright and Walker Securities, IncorporatedBroker

March 1994 - September 1994 · 6 mos

State Registrations3 states

CAGANV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.