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John Maurits Dapper

HOLDFAST WEALTH MANAGEMENT
AUSTIN, TX
·CRD# 5138208·20 years experience

Professional Summary

John Maurits Dapper is a registered financial advisor currently at HOLDFAST WEALTH MANAGEMENT, LLC located in Austin, Texas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

HOLDFAST WEALTH MANAGEMENT, LLC·CRD# 168007
RIA
Austin, TX
June 25, 2013 - Present
LEGACY PORTFOLIO ADVISORS, LLC·CRD# 158458
RIA
Austin, TX
January 27, 2023 - October 1, 2025
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Austin, TX
February 13, 2013 - June 26, 2013
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Austin, TX
February 13, 2013 - June 26, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Austin, TX
February 23, 2009 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Austin, TX
February 23, 2009 - February 13, 2013
DIRECT CAPITAL SECURITIES, INC.·CRD# 29639
BD
Austin, TX
August 8, 2008 - March 9, 2009
FIFTH STREET CAPITAL, LLC·CRD# 103701
BD
Austin, TX
June 5, 2008 - June 10, 2008
CACH CAPITAL MANAGEMENT, LLC·CRD# 142435
RIA
Austin, TX
March 13, 2007 - February 26, 2009
CHOICE ADVISORY GROUP, INC.·CRD# 135226
RIA
Austin, TX
February 13, 2007 - March 28, 2007
CHOICE INVESTMENTS, INC.·CRD# 17665
BD
Austin, TX
August 22, 2006 - March 28, 2007

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Current Firm

HW
HOLDFAST WEALTH MANAGEMENT, LLC

HOLDFAST WEALTH MANAGEMENT, LLC | LAW OFFICE OF JOHN DAPPER

CRD#: 168007
Texas
Registered Investment Advisory firm - Texas (6/25/2013 Approved)

Contact Information

Main Address

Austin, TX

Phone Number

(512) 693-8384

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

515

AUM (Assets Under Management)

$82,336,500

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LAW OFFICE OF JOHN DAPPER - SOLE PROPRIETOR; NON-INVESTMENT RELATED; MR. DAPPER SPENDS LESS THAN 5% OF HIS TIME EACH MONTH IN THIS CAPACITY AND 0 HOURS DURING SECURITIES TRADING HOURS; MR. DAPPER MAY REFER HIS LEGAL CLIENTS TO HOLDFAST WEALTH MANAGEMENT, LLC IF HE BELIEVES THE FIRM'S INVESTMENT ADVISORY SERVICES WOULD BE OF BENEFIT TO THE CLIENT, HE DOES NOT RECEIVE COMPENSATION IN ANY FORM FOR SUCH REFERRALS. MR. DAPPER MAINTAINS AND USES THE ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS) DESIGNATION. THIS IS A PROFESSIONAL DESIGNATION AWARDED BY THE COLLEGE FOR FINANCIAL PLANNING (CFP) TO FINANCIAL PROFESSIONALS WHO SUCCESSFULLY COMPLETE A SELF-STUDY PROGRAM, PASS AN EXAM, AND AGREE TO COMPLY WITH A CODE OF ETHICS. HOLDFAST WEALTH MANAGEMENT, LLC; INV REL; INVESTMENT ADVISOR REPRESENTATIVE; AUSTIN, TX; GREATER THAN 75% OF TIME SPENT IN THIS BUSINESS; 159 HRS DURING SECURITIES TRADING; START 06/2013. Legacy Portfolio Advisors, LLC; Investment Related; Investment Advisor Representative; Austin, TX; Approximately 20% of time spent in this business; Started 01/2023. John Dapper, Sole Proprietor; Investment Related; Insurance Agent; Fixed Insurance Sales; Austin, TX; Less than 5% of time spent in this business; Started 01/2023.

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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.
IAR
Texas
(6/25/2013)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2006About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Maurits Dapper's CRS (Customer Relationship Summary).

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