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JOHN E. SESTINA AND COMPANY

CRD 108634 · SEC 801-44151

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1161 BETHEL ROAD, SUITE 201, COLUMBUS, OH, 43220, United States

Phone

614.326.3077

Fax

888-442-5163

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$744.0M

Discretionary AUM

$744.0M

Team

19 total employees; 12 advisory reps; 170 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals629$221.0M
High net worth individuals179$522.9M

States served

AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD