Donald Blatch Johns
Investment adviser representative at Ruggiero Investments
10 yearsExperience
1 stateRegistered in
$137.6MFirm assets
1 yearFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Ruggiero Consulting, LLCDec 2025 to now
- Ruggiero InvestmentsDec 2025 to now
- Finalis Securities, LLCJun 2025 to now
- Level Bridge CapitalMay 2025 to Nov 2025
- Phoenix Financial ServicesSep 2024 to May 2025
- Newbridge Securities CorporationMay 2023 to Sep 2024
- Sw FinancialJan 2020 to May 2023
- Arive Capital MarketsNov 2019 to Jan 2020
- Simply Cbd Fl L.L.C.Jul 2019 to Dec 2022
- Westpark Capital incOct 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ruggiero Investments
Legal name: Ruggiero Investments, Inc.
$137.6MAssets managed
399Clients
5Advisers
1 yearIn 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
- 4566047
- Firm CRD
- 169180