Jon C. Lopresti

DECCA PRIVATE WEALTH MANAGEMENT

AUSTIN, TX 78759

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CRD#: 4264981

Professional summary

Jon Carlo Lopresti is a registered financial advisor currently at DECCA PRIVATE WEALTH MANAGEMENT, INC. located in Austin, Texas.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jon has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 62 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.

*420398 - Rental Property; Investment related -No; Honolulu, Hawaii; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 1; After business hours: 0; *439036 - Personal Property Investment; Investment related - No/; Pahoa, Hawaii; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 1; After business hours: 0; Administrative ALOHA GOOD TO GO LLC; Investment related No; LAS VEGAS, NV; Personal Investment Properties; Owner (proprietor, partner, officer, director, employee, trustee, agent; 11/2020; During business hours: 0; After business hours: 1; DECCA GROUP LLC; NOT INV REL; AUSTIN, TX; FAMILY HOLDING COMPANY-PERSONAL INV; PRESIDENT; 01/2024; 20 HRS/MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Carlo Lopresti'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®

None

Experience

Current

October 13, 2023 - Present

DECCA PRIVATE WEALTH MANAGEMENT, INC.

Office #1: 8911 N. Capital Of Texas Highway Suite 4200, Austin, TX 78759

CRD#: 47747

MARBELLA,

Past

June 29, 2001 - October 3, 2001

NEW WORLD FINANCIAL, INC.

CRD#: 47747

MARBELLA,

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
(2/23/2024)

IAR

Florida
(5/12/2025)

IAR

Hawaii
(5/13/2025)

Corporate Securities Limited Representative Examination

Current Firm

DECCA PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 328165 / SEC#:

California

Registered Investment Advisory firm - (2/23/2024 Approved)

Florida

Registered Investment Advisory firm - (5/12/2025 Approved)

Hawaii

Registered Investment Advisory firm - (10/4/2024 Approved)

Texas

Registered Investment Advisory firm - (10/13/2023 Approved)

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Contact information

Main Address

8911 N. Capital Of Texas Highway Suite 4200, Austin, TX 78759

Mailing Address

Phone number

(512) 428-8806

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 1,850,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jon C. Lopresti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Carlo Lopresti's CRS (Customer Relationship Summary).

Certified licenses

Experience

UMERGENCE LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

NEW WORLD FINANCIAL, INC.

NEW WORLD FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2009

Series 63

Date: 10/30/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2009

Series 62

Date: 6/28/2001

Current Firm

DECCA PRIVATE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DECCA PRIVATE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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