John Patrick Defonso
Investment adviser representative at Aqua Capital Advisors
29 yearsExperience
2 statesRegistered in
CFADesignation
$143.8MFirm assets
Are you John Patrick Defonso? Claim your profile
Contact this firm
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
29 years in the industry.
- Aqua Capital Advisors LLCAug 2016 to now
- Arxstone Partners LLCDec 2014 to now
- Self-employedJun 1997 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Aqua Capital Advisors
Legal name: Aqua Capital Advisors LLC
$143.8MAssets managed
44Clients
2Advisers
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
- 6406556
- Firm CRD
- 151887