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JK
JK

John Michael Karafa

Vision Investment Advisors, LLC
26 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Vision Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$117.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

1010 Washington Blvd, Suite 300, Stamford, CT, 06901

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History

Regulatory History (1)
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Regulatory
August 2023
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a Vice President and Risk Manager at High Ridge Futures LLC, a futures introducing brokerage firm, spending a few hours per week. He is also the Lacrosse Director at Stratford Storm Lacrosse, dedicating about a quarter of his time to coaching and scheduling.

Employment History
Current Registrations
Vision Brokerage Services, LLCBroker
August 2014 - Present · 11 yrs 6 mos
Vision Investment Advisors, LLC
November 2013 - Present · 12 yrs 3 mos
Vision Financial Markets LLCBroker
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Source Capital Group, INC.
March 2011 - November 2013 · 2 yrs 8 mos
Source Capital Group, INC.Broker
December 2001 - November 2013 · 11 yrs 11 mos
Merit Capital Associates, INC.Broker
September 1999 - December 2001 · 2 yrs 3 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.