AdvisorOS Directory
Claim Profile
JJ

John Hastings Jephson

CLAIRMONT WEALTH ADVISORS LLC·COCONUT GROVE, Florida
Unclaimed Profile
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 2435183Firm CRD# 282031
01

About

John Hastings Jephson is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with CLAIRMONT WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
EKANTA WEALTH ADVISORS LLC
EKANTA WEALTH ADVISORS LLC
AUM
$234M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at EKANTA WEALTH ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2435183
Firm CRD# 282031
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COCONUT GROVE?

Browse all registered financial advisors in COCONUT GROVE, Florida or claim this profile if it's yours.

Browse COCONUT GROVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Hastings Jephson offer?
John Hastings Jephson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.
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, working with CLAIRMONT WEALTH ADVISORS LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COCONUT GROVE
Spencer Cecola — ROO CAPITAL MANAGEMENT I, LLCJose Guillermo Mata — APEX INVESTMENTS MANAGEMENT US, LLCFrancis Charles Armstrong — MANAGED ACCOUNT SERVICES INCNova Madueno Bailon — EKANTA WEALTH ADVISORS LLCRobert Joseph Gordon — MANAGED ACCOUNT SERVICES INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile