John Dondero
John Dondero is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ponte Vedra, FL, with 24 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Ponte Vedra, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
John is an advisory representative of a RIA, spending about 10-20% of his time on investment-related activities and trading. He also owns Dondero Retirement Planning LLC to hold rental property, dedicating minimal time to it, and works as an independent insurance agent for various companies, spending a few hours per week. Finally, he is an agent for Nettworth Financial Group, spending nearly full-time hours on investment-related activities and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Southtrust Securities, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations6 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.