Unclaimed Profile

John Hastings Jephson

CLAIRMONT WEALTH ADVISORS LLC·COCONUT GROVE, Florida

Series 65Clean record5 years registeredCLAIRMONT WEALTH ADVISORS LLC

2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 2435183Firm CRD# 282031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Hastings Jephson · COCONUT GROVE, FL

Registration

CRD #2435183 · CLAIRMONT WEALTH ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLAIRMONT WEALTH ADVISORS LLC

EKANTA WEALTH ADVISORS LLC

Aug 2020 – Dec 2022

Lincoln, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EKANTA WEALTH ADVISORS LLC

CRD 282031 · SEC 801-115217

AUM

$234M

Regulatory assets under management

Employees

36 client accounts

Services offered by EKANTA WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at EKANTA WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does John Hastings Jephson offer?

John Hastings Jephson specializes in Investment Management, Retirement Planning, Wealth Management.

What are John Hastings Jephson's credentials?

John Hastings Jephson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Hastings Jephson located?

John Hastings Jephson is based in COCONUT GROVE, Florida, last registered with CLAIRMONT WEALTH ADVISORS LLC.

How does John Hastings Jephson charge for services?

John Hastings Jephson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLAIRMONT WEALTH ADVISORS LLC?

CLAIRMONT WEALTH ADVISORS LLC has approximately 7 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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