JD
CFP
JD
CFP

John Dement

7 Years of Experience
Peachtree City, GA
Sells Insurance

John Dement is a CFP-designated registered investment advisor at Qm Advisors LLC, based in Peachtree City, GA, with 7 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, Investment Management, Retirement Planning. Their firm serves 159 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
159 clients
Average Client Portfolio
$743K average
Assets Under Management
$118.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

QM Advisors offers portfolio management services, charging a negotiated fee up to a maximum of 1.5% annually, based on the value of the assets in your account. The fee is calculated quarterly. You can terminate the agreement with 30 days' written notice.

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Location

Peachtree City, GA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John owns several businesses, including JP DeMent Advisory Group (advisory services), JP Dement & Co (insurance), 740 Princeton LLC (insurance commissions holding company), and Power of Zero (education). He dedicates about half of his time to the first two, minimal time to 740 Princeton LLC, and a few hours per week to Power of Zero.

Employment History
Current Registrations
Qm Advisors LLC
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Gradient Advisors, LLC
August 2023 - December 2024 · 1 yr 4 mos
Qm Advisors LLC
February 2019 - November 2022 · 3 yrs 9 mos
Esi Financial Advisors
June 2014 - October 2014 · 4 mos
Nestwise LLC
April 2013 - September 2013 · 5 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
John Dement - Financial Advisor | TrueAdvisor