John Danh Nguyen

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → 11/2016
  Scf Securities, Inc.
  Fresno, CA
• 06/2007 → 11/2016
  Scf Investment Advisors, Inc.
  Fresno, CA
• 11/2016 → 11/2023
  Crown Capital Securities, L.P.
  Placentia, CA
• 04/2005 → Present
  J & N Partnership Financial. Inc
  Placentia, CA
• 01/2019 → 11/2023
  Fit Strategic Advisors Llc
  Placentia, CA
• 09/2018 → Present
  Fitax Planning, Inc.
  Placentia, CA
• 09/2014 → 09/2020
  Ht Realty Inc.
  Placentia, CA
• 11/2023 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2016-11-14 → 2023-11-28
  Crown Capital Securities, L.P.
  Placentia, CA
  Orange, CA
  Placentia, CA
  Placentia, CA
• 2019-01-25 → 2023-11-20
  Fit Strategic Advisors Llc
  Placentia, CA
• 2007-06-29 → 2016-11-10
  Scf Investment Advisors, Inc.
  Fresno, CA
  Placentia, CA

Other Businesses

(1) 88 PROPERTY, LLC, START DATE 9/2016, Real Estate, Rental Property, Investment related, 1-10% time spent on activity during securities hrs. (2) J & N PARTNERSHIP FINANCIAL DBA FIT PLANNING GROUP/FINANCIAL INSURANCE & Tax Planning Group DBA "LIFE INSURANCE REVIEW" START 9/1/2007, PRESIDENT & CEO, LIfe Insurance, Fixed Insurance, non-variable products, Tax Planning, Non-investment related, 60% time spent on activity during securities hrs. (3) FINANCIAL INSIGHT TAX PLANNING, START DATE 9/1/2016, CFO, CPA, Tax Services, Non-investment related, 20% time spent on activity during securities hrs. 4 .KCGA (Kiwanis Club of Greater Anaheim) Foundationsince 1/7/2026 Board Member, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs. (4) Youth Leadership American DBA YLA, START 8/1/2003, Board Member, Non-Profit, Leadership program. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-08
• S63 Uniform Securities Agent State Law Examination
  2005-04-12

Other Names

• John Nguyen
• John Danh Nguyen