JD
John P. Destefanis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Weymouth, MA
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CRD#: 1716919
JD
Professional summary
John Paul Destefanis, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Weymouth, Massachusetts and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Hingham, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CIRA / 1776 Pleasant Plain, Fairfield IA 52556 / 11/2022 / IAR AFFILIATION / INV REL / 200 HR/MO 200 HR TRADING 2) DESTEFANIS FINANCIAL SERVICES, 99 Derby Street, Suite 301A, Hingham MA 02043, United States, 11/09/2022, President, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO - 20 HR/MO TRADING 3) DESTEFANIS FINANCIAL SERVICES / 99 Derby Street, Suite 301, Hingham MA 02043 / 11/09/2022 / PRESIDENT, DBA / INV REL / 200 HR/MO 200 HR TRADING
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Destefanis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
December 14, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 99 Derby St Suite 200, Hingham, MA 02043RIA
CRD#: 134139
Weymouth, MA
Current
December 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 99 Derby Street Suite 301a, Hingham, MA 02043BD
CRD#: 39543
HINGHAM, MA
Past
December 14, 2022 - April 3, 2023
CANTELLA & CO., INC.
RIA
CRD#: 13905
Hingham, MA
Past
May 29, 2009 - December 12, 2022
CANTELLA & CO., INC.
RIA
CRD#: 13905
HINGHAM, MA
Past
May 21, 2009 - December 9, 2022
CANTELLA & CO., INC.
BD
CRD#: 13905
HINGHAM, MA
Past
June 6, 2008 - May 21, 2009
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
HINGHAM, MA
Past
June 5, 2008 - May 21, 2009
U.S. WEALTH ADVISORS, LLC.
BD
CRD#: 126924
HINGHAM, MA
Past
May 30, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 24, 1987 - May 15, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HINGHAM, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/9/2022)
RR
California(12/9/2022)
RR
Connecticut(12/9/2022)
RR
Delaware(12/9/2022)
RR
Florida(12/9/2022)
RR
Idaho(12/9/2022)
RR
Illinois(12/9/2022)
RR
Indiana(12/9/2022)
RR
Maryland(12/9/2022)
RR
Massachusetts(12/14/2022)
IAR
Massachusetts(12/14/2022)
RR
Michigan(12/9/2022)
RR
New Hampshire(12/9/2022)
RR
New Jersey(12/9/2022)
RR
New York(12/9/2022)
RR
North Carolina(12/9/2022)
RR
Pennsylvania(12/9/2022)
RR
Rhode Island(12/9/2022)
RR
South Carolina(12/9/2022)
RR
Vermont(12/9/2022)
RR
Virginia(12/9/2022)
RR
Washington(12/9/2022)
RR
Wisconsin(12/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
