JOHN H. BECKER

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
LOS GATOS, California
CRD number
142085
Fee structure
Other

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JOHN BECKER

    Sole ProprietorCRD 4706482

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth