John David Harper
Investment adviser representative at Sagace Wealth Management
13 yearsExperience
1 stateRegistered in
PFSDesignation
$162.7MFirm 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
Experience
13 years in the industry.
- Sagace Wealth ManagementJan 2025 to now
- Sorren, Inc.Jul 2024 to now
- Westbay CpaMay 2013 to Jul 2024
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sagace Wealth Management
Legal name: Sagace Wealth Management, LLC
$162.7MAssets managed
80Clients
7Advisers
2 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
- 4764448
- Firm CRD
- 307212