John S. Tassone

CW ADVISORS

JUPITER, FL

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CRD#: 2936169

Professional summary

John Salvatore Tassone is a registered financial advisor currently at CW ADVISORS, LLC located in Jupiter, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 exams.

At a Glance

Always Fiduciary

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) Wounded Veterans Relief Fund; Not investment-related; North Palm Beach, FL. 33408; Charitable Organization; Board Member; 7/1/2015; 2 hours per month; 0 during trading hours; Board Member and Treasurer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Salvatore Tassone'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®

None

Experience

Current

August 7, 2026 - Present

CW ADVISORS, LLC

RIA

CRD#: 310873

JUPITER, FL

Past

May 17, 2022 - June 10, 2026

FFT WEALTH MANAGEMENT

RIA

CRD#: 151225

Palm Beach, FL

Past

February 9, 2021 - January 12, 2022

LIDO

RIA

CRD#: 269866

BOCA RATON, FL

Past

June 14, 2018 - February 8, 2021

SVB WEALTH

RIA

CRD#: 172832

PALM BEACH GARDENS, FL

Past

July 9, 2016 - September 10, 2018

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 282303

JUPITER, FL

Past

April 4, 2014 - May 4, 2016

BAKERAVENUE

RIA

CRD#: 132657

PALM BEACH GARDENS, FL

Past

January 18, 2013 - June 26, 2013

DELTEC WEALTH MANAGEMENT, LLC

RIA

CRD#: 166306

PALM BEACH GARDENS, FL

Past

January 24, 2006 - November 9, 2012

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

GREENWICH, CT

Past

October 17, 2000 - November 9, 2005

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

October 28, 1997 - December 8, 1998

CARNEGIE CHILDS & COMPANY L.L.C.

CRD#: 43819

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".

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 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

Florida
(8/7/2026)

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: 12/9/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 10/29/1997

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/6/1997

General Securities Principal Examination

Current Firm

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

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Contact information

Main Address

155 Seaport Blvd 3rd Floor, Boston, MA 02210

Mailing Address

Phone number

(617) 428-7600

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CW ADVISORS ADV PART 2A (11/21/2025)

CW ADVISORS WRAP FEE PROGRAM (9/9/2025)

Regulatory assets under management

Total Number of Accounts	12,836
AUM (Assets Under Management)	$ 9,301,984,860

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
07/02/2024	Cover Page	Report
09/20/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

John S. Tassone

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Salvatore Tassone's CRS (Customer Relationship Summary).

Certified licenses

Experience

FFT WEALTH MANAGEMENT

LIDO

SVB WEALTH

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

BAKERAVENUE

DELTEC WEALTH MANAGEMENT, LLC

GFO ADVISORY SERVICES, LLC

DEUTSCHE BANK SECURITIES INC.

CARNEGIE CHILDS & COMPANY L.L.C.

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2005

Series 63

Date: 9/18/1997

Series 7

Date: 9/17/1997

Series 27

Date: 10/29/1997

Series 24

Date: 10/6/1997

Current Firm

CW ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CW ADVISORS, LLC

TRUST BUT VERIFY

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