John Robert Bubello
Investment adviser representative at Compass Retirement, LLC
7 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$105.1MFirm 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
- Seminars and workshops
Experience
7 years in the industry.
- Compass Retirement, LLCJun 2011 to now
- Everlist, LLCOct 2014 to Dec 2017
- Insurance-non VariableJun 2010 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, MD, NC).
Compass Retirement, LLC
$105.1MAssets managed
74Clients
1Advisers
Under 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
- 4901918
- Firm CRD
- 158412