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Advisors / Pennsylvania / Radnor
39yrs

John Caven

Financial advisor at Wells Fargo Advisors

John Caven is a fiduciary financial advisor in Radnor, Pennsylvania, with 39 years in the industry. After four years at Morgan Stanley and two years at Morgan Stanley & Co., John joined Wells Fargo Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 322 advisors with offices in Radnor, and one of 293 fiduciaries.

Radnor, PA 19087Top 5% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience39 years (since 1988)
How that compares ?Top 5% by experience nationwide
Office150 N Radnor Chester Rd Suite A-100 [L5-Rbo], Radnor, PA 19087
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2013 – now
  2. 2009 – 2013
    Morgan StanleyPreviously
  3. 2007 – 2009
    Morgan Stanley & Co. LLCPreviously
  4. May 2005 – Apr 2007
    Morgan Stanley DW Inc.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call John’s local office at (610) 293-7300 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for John Caven.

How long has John been a financial advisor?

John has been in the industry since 1988, about 39 years. Top 5% by experience nationwide.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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