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JB
JB

John Angelo Bivens

Capital Synergy Partners
29 Years of Experience
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Capital Synergy Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
386 clients
Average Client Portfolio
$231K average
Assets Under Management
$89.1M

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Marina Del Rey, CA

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Denied
Criminal
May 1999
Final Disposition
Employment Separation After Allegations
February 1996
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is the owner/president of Pacific Elite Management Group, providing fixed insurance and business management consulting, and Onyx Wealth Management, offering fixed insurance sales and service; these each take full-time hours. He is also the owner and CEO of West Jefferson Medical & Wellness Group, a medical and wellness spa, dedicating minimal time.

Employment History
Current Registrations
Capital Synergy Partners
October 2011 - Present · 14 yrs 4 mos
Capital Synergy PartnersBroker
September 2011 - Present · 14 yrs 5 mos
Previous Registrations
Wells Fargo Investments, LLC
May 2003 - September 2010 · 7 yrs 4 mos
Wells Fargo Investments, LLCBroker
April 2002 - September 2010 · 8 yrs 5 mos
TD Waterhouse Investor Services, INC.Broker
July 1998 - March 2002 · 3 yrs 8 mos
Painewebber IncorporatedBroker
May 1997 - January 1998 · 8 mos
Midwest Discount Brokers INC.Broker
December 1996 - February 1997 · 2 mos
Capital Securities of America, INC.Broker
May 1995 - February 1996 · 9 mos
Yee, Desmond, Schroeder & Allen, INC.Broker
July 1994 - May 1995 · 10 mos
Cartwright and Walker Securities, IncorporatedBroker
March 1994 - September 1994 · 6 mos
State Registrations3 states
CAGANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.