John Ledesma is a registered investment advisor at Emerson Equity LLC, based in Irvine, CA, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
9870 Research Drive, #104, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2025Customer Dispute
October 2025Customer Dispute
October 2025Other Business Activities
John is an independent real estate broker since March 2022, overseeing one sales representative. He also sells securities through Emerson Equity under the DBA Beacon 1031, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Sutter Capital Partners, LLC
Capulent LLCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Atlanta-One, INC.Broker
State Registrations23 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.