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Featured Business Financial Advisor in Ponte Vedra Beach, FL
Ponte Vedra Beach Financial Advisors
NettWorth Financial Group
240Canal Blvd., Suite 6
Ponte Vedra Beach, FL 32082
(904) 834-2998
“Making Investments Make Sense”
Advisor Profile
John Dondero, MBA, CFP
Name:  John Dondero, MBA, CFP
Phone Number:  (904) 834-2998
Website:  Visit Website
Disclaimer
NettWorth Financial Group is a marketing name for securities and investment advisory services offered through FSC Securities Corporation, member FINRA, SIPC, and Registered Investment Advisor. Insurance services offered by John Dondero, independently of FSC Securities Corporation. Not registered to offer securities and advisory services in all states.

About NettWorth Financial Group

As independent financial advisors, we create unbiased customized
investment strategies designed to help build, protect and transfer our
clients' wealth. We are committed to helping individuals, families
and foundations meet and exceed their financial goals.

Our comprehensive wealth management approach is customized to meet
your unique needs and objectives. We follow a five-step process
designed to help determine the optimal approach to managing your assets:
Discovery, Education, Recommendations, Implementation and Active
Management.
 

General Information

Gender:    Male
CRD#:    4359090
Insurance License#:    E069990
Name of Broker/Dealer:    FSC Securities Corporation
Name of Custodial Firm:    Pershing LLC
States Licensed in:    FL, MA, GA, SC, OH, DL
States Willing to do Business in:    Atlantic Beach,Jacksonville,Jacksonville Beach,Neptune Beach,Orange Park,Saint Augustine,Saint Johns,Ponte Vedra Beach
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    5
Work Experience:    Over 25 years in the financial services industry.
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BBA, Finance - University of Toledo
MBA - University of North Florida
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Insurance, Annuities, Stocks, Mutual Funds, Commodities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7, Series 63
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    140
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Hourly, Based on Assets, Commissions, Flat Fee
Fee % Based on Assets:    .5 - 1.25%
Hourly Rate:    $200
 
 
 
Prepared By: John Dondero, MBA, CFP

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