JB
JB
John Bodovitz
42 Years of Experience
Corona Del Mar, CA
1 Disclosure
John Bodovitz is a registered investment advisor at Guardian Financial Partners, LLC, based in Corona Del Mar, CA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 433 clients with $910M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$911.9M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Corona Del Mar, CA
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Regulatory History (1)
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Employment Separation After Allegations
December 2016Employment History
Current Registrations
Guardian Financial Partners, LLC
June 2025 - Present · 10 mos
Previous Registrations
Western International Securities, INC.Broker
February 2017 - June 2025 · 8 yrs 4 mos
Western International Securities
February 2017 - June 2025 · 8 yrs 4 mos
Wells Fargo AdvisorsBroker
July 2003 - December 2016 · 13 yrs 5 mos
Wells Fargo Advisors
July 2003 - December 2016 · 13 yrs 5 mos
Prudential Securities Incorporated
March 1998 - July 2003 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
December 1994 - July 2003 · 8 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1984 - December 1994 · 10 yrs 5 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
October 1983 - May 1984 · 7 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.