{
  "crd_number": 129491,
  "slug": "dwojeski-john-j-palm-beach-gardens-fl-129491",
  "primary_business_name": "DWOJESKI, JOHN J",
  "legal_name": "DWOJESKI, JOHN J",
  "dbas": [],
  "city": "Palm Beach Gardens",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2004-01-08",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 4175000.0,
  "raum_discretionary": 4175000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 4175000.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129491",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "PALM BEACH GARDENS",
  "url": "https://advisorcensus.com/firm/dwojeski-john-j-palm-beach-gardens-fl-129491",
  "display_name": "Dwojeski, John J",
  "summary": "Dwojeski, John J is a state-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Dwojeski, John J (CRD 129491): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Dwojeski, John J compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dwojeski, John J reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Dwojeski, John J located?",
      "a": "Dwojeski, John J's principal office is in Palm Beach Gardens, FL, according to its Form ADV."
    },
    {
      "q": "Is Dwojeski, John J registered with the SEC or a state?",
      "a": "Dwojeski, John J is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129491."
    },
    {
      "q": "How much does Dwojeski, John J manage?",
      "a": "Dwojeski, John J reports $4,175,000 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Dwojeski, John J serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7)."
    },
    {
      "q": "Does Dwojeski, John J report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129491"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dwojeski-john-j-palm-beach-gardens-fl-129491.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4175000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129491",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}