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John D
Series 66
Austin, TX
Holdfast Wealth Management, LLC
John Dapper is a financial advisor with Holdfast Wealth Management, LLC in Austin, TX, holding the Series 66 and Accredited Asset Management Specialist (AAMS) designations and bringing 19 years of industry experience. He has also maintained a law practice since 2013, which he occasionally uses to refer clients to his advisory firm without receiving compensation for referrals. Prior to founding Holdfast Wealth Management, he held roles at Legacy Portfolio Advisors, Raymond James & Associates, Morgan Keegan & Company, and other firms. Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, and also acts as a co-advisor to other managers. The firm focuses on customized asset allocation aligned with client goals and risk tolerance, employs fundamental analysis for security selection, and offers specialized services including retirement plan support and charitable planning.
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