John Peart

John Peart Email and Phone Number

President @ JPJW Ventures LLC
Laguna Niguel, CA, US
John Peart's Location
Aliso Viejo, California, United States, United States
John Peart's Contact Details

John Peart personal email

n/a

John Peart phone numbers

About John Peart

After spending seven years in the oil and gas business, I left the trading floor of Conocophillips to pursue a career as an investment advisor. In 2007, I merged with Geoff White and Aaron Matheny to form Capital Strategies Group. CSG is a fee-only asset management firm in Tempe, Arizona. Our clients range from business owners to retirees. Our portfolios combine traditional investments with the non-traditional. We mange IRA's, 401(K)'s, foundations, trusts, and non-qualified monies. We offer estate & tax planning solutions to all our clients. Our firm has established professional alliances with CPA's and estate planning attorney's to better serve our clients.Specialties: Investments offered: deeds of trust, commodities, absolute return, private placements, real estate, stocks, & bonds.

John Peart's Current Company Details
JPJW Ventures LLC

Jpjw Ventures Llc

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President
Laguna Niguel, CA, US
John Peart Work Experience Details
  • Jpjw Ventures Llc
    President
    Jpjw Ventures Llc
    Laguna Niguel, Ca, Us
  • Crew Enterprises
    Executive Vice President, Capital And Regulatory
    Crew Enterprises Mar 2024 - Present
    Aliso Viejo, California, United States
  • Entrepreneurial Corporate Group
    Vice President Of Liquid Assets
    Entrepreneurial Corporate Group Feb 2015 - Feb 2024
    Newport Beach, California, United States
  • Capital Strategies Group
    Partner/Chief Investment Officer
    Capital Strategies Group Jan 2003 - Feb 2015
    Tempe, Az
    Built a thriving investment advisory business from nothing. My expertise is in analyzing investments and building portfolios. We currently manage $60 million in client assets.
  • Conocophillips
    Risk Management
    Conocophillips Jan 2001 - Jan 2003
    Tempe, Az
    Supervised a team of five analysts to monitor all trading activities of clean product traders. Produced daily P&L for each trader and roll-up of clean products. Analyzed future positions with daily mark-to-market numbers.
  • Tosco Corporation
    Sr. Pricing Analyst
    Tosco Corporation Sep 1998 - Jan 2001
    Tempe, Az
    Priced gasoline and diesel fuel to wholesale customers throughout the United States. Our goal was to maximize profitability through the correct mix of volume and margin. Consulted daily with field representatives as to pricing in their territories. Worked with consultants to develop a proprietary pricing software for all of retail fuel pricing.
  • Unocal Corporation
    Financial Analyst
    Unocal Corporation Jun 1996 - Sep 1998
    Costa Mesa, Ca
    My first position out of business school was to analyze capex projects for the retail gasoline stations for the 76 brand. I analyzed each potential project using IRR, NPV, and ROI calculations. In order to validate the numbers I used for my calculations, I performed regression analysis and Monte Carlo simulations to add legitimacy to my work.

John Peart Skills

Investments Management Finance Portfolio Management Asset Management Strategic Planning Analysis Risk Management Trading Financial Analysis Leadership Asset Managment Investment Advisory Bonds Estate Planning Financial Modeling Insurance Financial Planning Strategy Sales Strategic Financial Planning

John Peart Education Details

Frequently Asked Questions about John Peart

What company does John Peart work for?

John Peart works for Jpjw Ventures Llc

What is John Peart's role at the current company?

John Peart's current role is President.

What is John Peart's email address?

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What is John Peart's direct phone number?

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What schools did John Peart attend?

John Peart attended Brigham Young University, Brigham Young University, Los Altos Elementary, Newton Jr., And Los Altos High School.

What are some of John Peart's interests?

John Peart has interest in Poverty Alleviation, Most Sports (Not A Big Hockey Fan), Non Fiction, Reading Fiction.

What skills is John Peart known for?

John Peart has skills like Investments, Management, Finance, Portfolio Management, Asset Management, Strategic Planning, Analysis, Risk Management, Trading, Financial Analysis, Leadership, Asset Managment.

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