John J. Bessolo

BHV FINANCIAL SERVICES

Sherman Oaks, CA 91403

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CRD#: 4362924

Professional summary

John Joseph Bessolo III, who also goes by John J. Bessolo III, John Joseph Bessolo, III, is a registered financial advisor currently at BHV FINANCIAL SERVICES, LLC located in Sherman Oaks, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John J. Bessolo Iii | John Joseph Bessolo, Iii

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.

BESSOLO & HAWORTH, LLP (pka BESSOLO, HAWORTH & VOGEL, LLP); NOT INVESTMENT-RELATED; ADDRESS: 15060 VENTURA BLVD. STE. 240, SHERMAN OAKS, CA 91403; NATURE OF BUSINESS: CPA FIRM; TITLE: PARTNER/CPA; START-11/2007; 163 HRS PER MO ALL DURING TRADING HRS. DUTIES: ACCOUNTING & TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Bessolo III'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

November 18, 2008 - Present

BHV FINANCIAL SERVICES, LLC

Office #1: 15060 Ventura Blvd. Suite 240, Sherman Oaks, CA 91403

RIA

CRD#: 147464

Sherman Oaks, CA

Past

January 21, 2000 - December 31, 2008

GSBB FINANCIAL SERVICES, LLC

RIA

CRD#: 136978

SHERMAN OAKS, CA

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
(11/18/2008)

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

Current Firm

BHV FINANCIAL SERVICES, LLC

CRD#: 147464 / SEC#:

California

Registered Investment Advisory firm - (11/18/2008 Approved)

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Contact information

Main Address

15060 Ventura Blvd. Suite 240, Sherman Oaks, CA 91403

Mailing Address

Phone number

(818) 493-6650

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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John J. Bessolo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Bessolo III's CRS (Customer Relationship Summary).

Certified licenses

Experience

BHV FINANCIAL SERVICES, LLC

GSBB FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

BHV FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

BHV FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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