JOHN H. BECKER
Firm details
- Headquarters
- LOS GATOS, California
- CRD number
- 142085
- Website
- www.jhbria.com
- Fee structure
- Other
Firm profile
FINTRXOverview
John H. Becker operates as a sole proprietorship whose primary business activity is insurance brokerage. The entity is classified as unclassified for advisory purposes and is not identified as a capital allocator. There are no indications that the firm pursues an active ESG policy or provides multi-state advisory services. The firm's stated fee structure is listed as "other," and there is no recorded advisory activity or pension consulting practice tied to the business. From an investment posture, the firm does not present itself as an active discretionary asset manager. The combination of an insurance-broker business model and the limited information on advisory activities suggests the practice is focused on insurance-related solutions and product distribution rather than managing pooled client capital or running third-party alternative fund allocations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN BECKER
Sole ProprietorCRD 4706482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS GATOS, CA
SANTA CLARA
Location
LOS GATOS, CA
Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 17903 Skyline Blvd
- Time zone
- PT (UTC-8)
- Office locations
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