John M Demasi

Current Employers

Employment History

• 08/2017 → 07/2025
  Cms Wealth Management
  Wayne, PA
• 10/2015 → Present
  Self Employed
  Wilmington, DE
• 08/2025 → Present
  Cw Advisors, Llc
  Wayne, PA
• 02/2017 → 07/2025
  Apw Capital, Inc.
  Wayne, PA

Previous Registrations

• 2017-08-22 → 2025-08-06
  Cms Wealth Management
  Wayne, PA
• 2015-04-30 → 2015-12-10
  Affinity Wealth Management Llc
  Wilmington, DE
• 2014-09-30 → 2015-04-24
  Pnc Wealth Management Llc
  Berwyn, PA
  Wayne, PA
  Philadelphia, PA
• 2014-02-26 → 2014-09-18
  Eagle Strategies Llc
  Harleysville, PA
• 2013-07-02 → 2014-01-09
  Cetera Investment Services Llc
  Marlton, NJ
  St Cloud, MN
  Bryn Mawr, PA
• 2013-04-11 → 2013-07-05
  Santander Securities Llc
  Media, PA
  Philadelphia, PA
  Media, PA
  Glen Mills, PA
• 2012-04-10 → 2012-12-31
  Foresters Equity Services, Inc.
  Wilmington, DE
  San Diego, CA

Other Businesses

1) Licensed insurance agent; Not investment-related; Broker insurance; Drexel Hill, PA, Insurance Broker; Start date: 8/1/2025; Title: Insurance Broker; 80 hours per month; 40 during trading hours; Brokering Life, health LTC, disability insurance, and annuities 2) Benefit Education Specialists, LLC; Investment-related; Saint Petersburg, FL, 33702; Educational service provider to health insurance and retirement plan providers; Founder/Co-Owner; 12/1/2025; 60 hours per month; 30 during trading hours; Educational presentations for health insurance, 401(k)'s, and other retirement plans 3) Self Employed; Investment related; Drexel Hill, PA 19026; Health Insurance and other Group Benefits enrollment/education; Consultant; 8/1/2025; 50 hours; 20 during trading hours; Present enrollment and education information to participants in retirement plans and health insurance plans

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-12
• S63 Uniform Securities Agent State Law Examination
  2002-03-04

Designations

Other Names

• John M Masi
• John M De Masi
• John Michael Demasi