John M. Bussel

TEAM HEWINS

MIAMI, FL 33180

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CRD#: 2838167

Professional summary

John Matthew Bussel, CFA, who also goes by John M Bussel, is a registered financial advisor currently at TEAM HEWINS, LLC located in Miami, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John M Bussel

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.

DIRECTOR OF THE SHEPARD BROAD FOUNDATION (A PRIVATE FAMILY FOUNDATION) 4400 BISCAYNE BLVD #514, MIAMI FL 33137. SPEND APPROX. 3-5 HOURS/WEEK OVERSEEING THE OPERATIONS OF THE FOUNDATION INCLUDING GRANT MAKING AND INVESTMENTS. STARTED ON MAY 11, 1996. OWNER AND DIRETOR OF BROAD-BUSSEL ENTERPRISES, INC. THIS CORPORATION IS THE GENERAL PARTNER OF BROAD-BUSSEL FAMILY LTD. PARTNERSHIP -- A FAMILY PARTNERSHIP THAT DOES NOT HAVE AND NEVER HAS SOLICITED OUTSIDE (OF FAMILY) PARTNERS. THE CORPORATE GENERAL PARTNER OVERSEES THE INVESTMENTS OF THE PARTNERSHIP. SPEND 3-5 HOURS/WEEK ON THE ACTIVITIES AND INVESTMENTS OF THE PARTNERSHIP. STARTED IN APRIL 29, 1997. THE CORPORATION AND PARTNERSHIP ARE LOCATED AT 10228 GOVERNORS DRIVE, CHAPEL HILL, NC 27514.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Matthew Bussel's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

May 29, 2018 - Present

TEAM HEWINS, LLC

Office #1: 20200 W Dixie Hwy Suite 1009, Miami, FL 33180

RIA

CRD#: 291194

MIAMI, FL

Past

April 14, 2003 - June 1, 2018

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

MIAMI, FL

Past

December 5, 2002 - December 6, 2004

BUSSEL ASSET MANAGEMENT, LLC

RIA

CRD#: 117529

MIAMI, FL

Past

February 12, 1997 - January 6, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

TEAM HEWINS, LLC

HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA

Registered Investment Advisory firm - (4/20/2018 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.

Highlighted states indicate IAR registrations

IAR

California
(5/29/2018)

IAR

Florida
(6/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/5/1997

General Securities Representative Examination

Current Firm

TEAM HEWINS, LLC

HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

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Contact information

Main Address

203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065

Mailing Address

Phone number

(650) 620-3040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEAM HEWINS FORM ADV PART 2A BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	2,030
AUM (Assets Under Management)	$ 3,433,219,636

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.

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John M. Bussel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Matthew Bussel's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEAM HEWINS, LLC

WIPFLI FINANCIAL ADVISORS, LLC

BUSSEL ASSET MANAGEMENT, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

TEAM HEWINS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2002

Series 63

Date: 3/12/1997

Series 7

Date: 2/5/1997

Current Firm

TEAM HEWINS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEAM HEWINS, LLC

TRUST BUT VERIFY

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