John Edward Stanojev

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

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

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

Current Employers

Employment History

• 03/2010 → 05/2025
  Cadaret, Grant & Co., Inc.
  New Britain, PA
• 04/2002 → Present
  Capital Insurance & Investment Planning
  New Britain, PA
• 05/2025 → Present
  Kingswood Capital Partners Llc
  New Britain, PA
• 05/2025 → Present
  Kingswood Wealth Advisors
  New Britain, PA

Previous Registrations

• 2019-12-19 → 2025-05-30
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  New Britain, PA
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
  Little Silver, NJ
  Syracuse, NY
  Syracuse, NY

Other Businesses

1) Capital Ins & Invest Planning Inc, Yes, 350 E Butler Ave Ste 102, New Britain, PA 18901, DBA for securities/insurance business, RR/IAR, 04.2002, 200hrs+, All trading hrs, DBA, 2) Quatum Ins Specialist, no, 350 E Butler Ave Ste 102, New Britain, PA 18901, life, health & disability ins agent, general agent 6-10hrs/week, 24-40/mo during trade hrs, sell insurance products through other agencies, 3) Mercer Museum, no, 84 S. Pine St Doylestown, PA 18901, non-profit museum, Rainmaker committee member, 2hrs/mo, 2hrs/mo during trading hrs, assist w/fundraising & museum events 4) PEARL S. BUCK FOUNDATION, MEMBER OF DEVELOPMENT COMMITTEE, ATTEND MEETINGS FOR FUND RAISING, 30 HRS PER YEAR, MEET 1 TIME PER MONTH. 4) Community College of Philadelphia, No, 1700 Spring Garden St, Philly, PA 19130, Community College, Adjunct Professor, 2nd week of Sept, 12hrs/mo, 2hrs/mo during trade hrs, Adjuct professor for Continuing Prof Edu Program 5) Discover Doylestown Bus Assoc, no, State & Pine St, Doylestown, PA, Santa Clause, 45hrs/mo, 8hrs during trade hrs in the winter, dress up as santa claus for community xmas tree activities 6) Friends of Borough Dam, no, non--profit Sponsoring Fishing Derbies, Fundraising Chairman, 3mo/yr, 15hrs, 2hrs during trade hrs, fishing derbies for nursing homes, children etc

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-11
• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Other Names

• John Edward Stanojev