John Sawyer Delafield
Investment adviser representative at Beacon Pointe Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm assets
Are you John Sawyer Delafield? 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 feePerformance-based
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.
- Beacon Pointe Advisors, LLCApr 2026 to now
- Beacon Pointe Advisors, LLCJun 2024 to Mar 2026
- Colorado CollegeSep 2023 to May 2024
- Beacon Pointe AdvisorsJun 2023 to Aug 2023
- Colorado CollegeAug 2020 to May 2023
- Lakeside High SchoolSep 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 7950322
- Firm CRD
- 119290