John Michael Sessa
Investment Adviser Representative at Financial Trust Asset Management Chartered
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Michael Sessa is an investment adviser representative with Financial Trust Asset Management Chartered in Boca Raton, FL, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Trust Asset Management CharteredJul 2022 – Feb 2024Boca Raton, FL
- Coincentral.comJan 2018 – Jul 2021Fort Lauderdale, FL
- Marcus & MillichapFeb 2022 – Apr 2022Fort Lauderdale, FL
- University OF MiamiAug 2015 – May 2017Coral Gables, FL
- UnemployedJun 2017 – Dec 2017Davie, FL
- UnemployedAug 2021 – Jan 2022Fort Lauderdale, FL
- Financial Trust Asset Management CharteredFeb 2024 – no end date reportedBoca Raton, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Trust Asset Management Chartered
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $2,000,0001.25%
- $2,000,000 to $5,000,0001.00%
- Over $5,000,0000.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial and retirement planning, integrated tax planning, asset allocation models, proprietary investment strategies, and outsource chief investment officer services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boca Raton, FL
- SEC file number:
- 801-132258
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Financial Trust Asset Management Chartered
3 other advisors in the directory
Similar advisors in Boca Raton, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Sessa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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