John Dewey

Financial Advisor @Capstone Partners Financial and Insurance Services

Newport Beach, CA, US
MOBILE NUMBERS
+19•••••••53

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WORK HISTORY

Dec 2024 — Present

Financial Advisor @Capstone Partners Financial and Insurance Services

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Newport Beach, CA, US

Capstone Partners Financial and Insurance Services is a full-service financial services firm in the southwest committed to helping our clients pursue their financial goals. We are a general agency of Massachusetts Mutual Life Insurance Company. Capstone Partners offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide.I am licensed to sell insurance in: CA, CT, FL, NC, & TX. I am domiciled in CA. CA License #44•••37. I am licensed to sell securities in: AZ, CA, CT, FL, OK, TX. John Dewey is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory Office: 4675 MacArthur Ct, Suite 1050, Newport Beach, CA 92••••••••17. Transactions may not be accepted by e-mail, fax, or voicemail. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA and are not subsidiaries of MassMutual or its affiliated companies.

EDUCATION

N/A

FINRA Licenses

7, 63, 65

N/A

Santa Clara University

MBA

N/A

University of San Diego

Political Science & Economics

N/A

UCLA

BA, Political Science

SKILLS

EquitiesInvestment ManagementBusiness DevelopmentBloombergFinanceVenture CapitalSecuritiesEmerging MarketsAsset ManagementFinancial MarketsFinancial ServicesAsset AllocationMutual FundsPension FundsDue DiligenceHedge FundsPensionsFinancial ModelingStrategic Financial PlanningFixed IncomeInstitutional InvestmentsInvestmentsSeries 7Financial PlanningPortfolio ManagementStart-UpsInvestment StrategiesAlternative Investments

ABOUT JOHN DEWEY

John Dewey, Financial Advisor, Capstone Partners Financial and Insurance Services, LLC

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