John Becker is a registered investment advisor at John H. Becker, based in Los Gatos, CA, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
John H. Becker does not manage investments directly. The firm provides advice on portfolio design, investment strategy, and implementation, but clients maintain control of their accounts. The quarterly retainer fee covers consultation time and plan adjustments.
Location
Los Gatos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
John H. Becker
Previous Registrations
Morgan Stanley
State Registrations1 state
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