JS
JS

John Silvers

6 Years of Experience
Los Angeles, CA
Sells Insurance

John Silvers is a registered investment advisor at Alphanext, LLC, based in Los Angeles, CA, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $64M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$64.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2121 Avenue of the Stars, Suite 800, Los Angeles, CA, 90067

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is a self-employed insurance agent since 2004, selling mainly fixed indexed annuities, whole life, and health insurance. This takes about half of his time, with half of those hours during trading time. John is also a loan officer at Security One Lending.

Employment History
Current Registrations
Alphanext, LLC
June 2019 - Present · 6 yrs 11 mos
State Registrations1 state
CA
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 Silvers - Financial Advisor | TrueAdvisor