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CFP
JD
CFP

John Dondero

Cambridge Investment Research Advisors, INC.
25 Years of Experience
Ponte Vedra, FL
1 DisclosureBrokerSells Insurance
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John Dondero is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ponte Vedra, FL, with 25 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ponte Vedra, FL

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History

Regulatory History (1)
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
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other 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.
October 2019 - Present · 7 yrs 1 mo
Cambridge Investment Research, INC.
October 2019 - Present · 7 yrs 1 mo
Cambridge Investment Research, INC.Broker
October 2019 - Present · 7 yrs 1 mo
Previous Registrations
Fsc Securities Corporation
July 2009 - October 2019 · 10 yrs 3 mos
Fsc Securities CorporationBroker
June 2009 - October 2019 · 10 yrs 4 mos
LPL Financial Corporation
July 2004 - June 2009 · 4 yrs 11 mos
LPL Financial CorporationBroker
April 2004 - June 2009 · 5 yrs 2 mos
Southtrust Securities, INC.Broker
January 2003 - March 2004 · 1 yr 2 mos
Banc of America Investment Services, INC.Broker
April 2001 - March 2003 · 1 yr 11 mos
State Registrations6 states
FLGANCTNTXVA
AdvisorBrokerBoth

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.
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