John C. Dewitt

LAKESHORE ADVISORS

WINTER PARK, FL 32789

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CRD#: 6967615

Professional summary

John Coleman Dewitt, CFP® is a registered financial advisor currently at LAKESHORE ADVISORS located in Winter Park, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 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.

John Coleman Dewitt is a owner of Air BnB; Investment Related: No; Location: 1302 W Princeton Street Orlando Florida 32804; Description of the business: My wife and I run two air bnbs using two additional units on our property; Responsibilities Duties: My wife does everything for the air bnb's and I am not involved except for initially setting the air bnb's up. I will occasionally change the pricing; Start date with business: 2021-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 25.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Coleman Dewitt'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

February 6, 2024 - Present

LAKESHORE ADVISORS

Office #1: 238 N. Park Avenue, Winter Park, FL 32789

RIA

CRD#: 329497

WINTER PARK, FL

Past

January 6, 2023 - January 22, 2024

PATHSTONE

RIA

CRD#: 151736

Winter Park, FL

Past

July 17, 2020 - December 1, 2022

ALLGEN FINANCIAL ADVISORS, INC.

RIA

CRD#: 126877

ORLANDO, FL

Past

April 23, 2020 - June 15, 2020

STEWARDSHIP ADVISORY GROUP, LLC

RIA

CRD#: 165710

OCOEE, FL

Past

November 27, 2019 - January 7, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

FT. LAUDERDALE, FL

Past

August 14, 2018 - January 7, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FT. LAUDERDALE, FL

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
(2/6/2024)

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 66

Date: 12/13/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2018

General Securities Representative Examination

Current Firm

LAKESHORE ADVISORS

LAKESHORE ADVISORS | LAKESHORE WEALTH ADVISORS LLC

CRD#: 329497 / SEC#:

Florida

Registered Investment Advisory firm - (2/6/2024 Approved)

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Contact information

Main Address

238 N. Park Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(321) 464-5122

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 34,686,000

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 C. Dewitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Coleman Dewitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKESHORE ADVISORS

PATHSTONE

ALLGEN FINANCIAL ADVISORS, INC.

STEWARDSHIP ADVISORY GROUP, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2018

Current Firm

LAKESHORE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAKESHORE ADVISORS

TRUST BUT VERIFY

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