John Paul Destefanis

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2009 → 12/2022
  Cantella And Co.,Inc.
  Boston, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2009 → 03/2023
  Cantella & Co., Inc.
  Boston, MA

Previous Registrations

• 2022-12-14 → 2023-04-03
  Cantella & Co., Inc.
  Hingham, MA
• 2009-05-29 → 2022-12-12
  Cantella & Co., Inc.
  Hingham, MA
  Quincy, MA
  Hingham, MA
  Dorchester, MA
  Malden, MA
  Malden, MA
• 2008-06-06 → 2009-05-21
  U.S. Financial Advisors
  Hingham, MA

Other Businesses

1) CIRA, 1776 Pleasant Plain, Fairfield IA 52556, 12/2022, Investment Advisor Representative, CIRA Affiliation, INV REL, 4.7 HR/MO, 4.7 HR/MO TRADING. 2) DESTEFANIS FINANCIAL SERVICES, 4 Pond Park Road Suite LL1, Hingham MA 02043, 11/2022, President, 1099, INV REL, 4.5 HR/MO, 4.5 HR/MO TRADING. 3) DESTEFANIS FINANCIAL SERVICES, 4 Pond Park Road Suite LL1, Hingham MA 02043, 11/2022, President, Insurance/Benefits/Human Resources, INV REL, 0.5 HR/MO, 0.5 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-04

Designations

• Certified Financial Planner