John Drevon

Biography

John’s focus is helping business owners and retirees accumulate and preserve wealth for retirement. In addition, John works closely with those individuals in achieving their income needs through personal fixed income portfolios.

The Investment Advisory Process

John emphasizes an investment advisory process to help him determine the appropriate risk level for each of his clients prior to making any investment recommendations. An investment policy statement is the first step in helping to determine the risk level and suitability for his clients. This statement is based off a series of questions regarding risk and return. Next, John would need to evaluate his client’s investment objectives for their retirement plan. The investment policy statement would help him determine what those objectives are. Time horizon is another critical piece in developing a successful retirement plan. To determine an appropriate time horizon, the client’s age, liquidity needs and years to and during retirement need to be carefully considered.

The second step in the investment advisory process would be to develop an asset allocation model. There are several asset classes that are available through different investment platforms to meet the needs of each client through Wedbush Securities.

The third step in the investment advisory process involves implementing high quality investments through Wedbush Securities to meet the asset allocation process.

The last step in John’s process would be to effectively communicate with his clients on an ongoing basis through one on one private meeting.

Background

In 1991, John began his career as a Financial Advisor with Shearson Lehman Brothers in Orange, Ca. Prior to joining Shearson in 1991, John graduated from California State University, Fullerton in June of 1991 with a bachelor of arts degree in economics.

In his free time, john enjoys surfing and Karate training. He is also an active member of the Santa Ana Kiwanis club in Santa Ana, Ca and the Surfrider Foundation. John and his wife Monica have a 11 year old daughter, Sophia.

SPECIALIZATIONS

• Annuities and Insurance
• Financial Planning
• Fixed-Income Products
• Investment Management Programs
• Listed & NASDAQ Securities
• Mortgage Financing
• Mutual Funds
• Portfolio Structure & Management
• Retirement Planning
• Rule 144 Transactions
• Stocks and Bonds
• Wealth Management

Mission Statement