John Lee Savarino
Investment adviser representative at Rooted Wealth Advisors
6 yearsExperience
2 statesRegistered in
$408.8MFirm assets
5 yearsFirm in business
Are you John Lee Savarino? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Rooted Wealth AdvisorsJul 2019 to now
- Ae Wealth Management, LLCMar 2021 to Sep 2021
- Taylor Auto GroupSep 2018 to Jul 2019
- Napleton Auto GroupJan 2017 to Aug 2018
- Dick's Sporting GoodsDec 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Rooted Wealth Advisors
Legal name: Rooted Wealth Advisors, Inc.
$408.8MAssets managed
1,652Clients
8Advisers
5 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
- 6549939
- Firm CRD
- 313759