John Raymond Buoni
Investment adviser representative at Sovereign Financial Group, Inc.
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Sovereign Financial Group, Inc.May 2023 to now
- Janney Montgomery Scott LLCMay 2006 to May 2023
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (DE).
Sovereign Financial Group, Inc.
$1.1BAssets managed
1,312Clients
22Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2943956
- Firm CRD
- 294314