John Donoso
John Donoso is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 21 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. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2021Judgment / Lien
May 2019Customer Dispute
February 2012Other Business ActivitiesSells Insurance
John sells life, health, disability, annuities, and long-term care insurance as an insurance agent since 2013, dedicating a few hours per week. He also works as a consultant providing professional referrals and sourcing real estate deals since 2023.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Gilford Financial CORP.
Gilford Securities IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fahnestock & CO. INC.Broker
State Registrations5 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.