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John Bernard McManus

Sowell Management

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About John Bernard McManus

John Bernard McManus is an Investment Advisor Representative for Sowell Management. John has been in the financial services industry since November 2000. Prior to joining Sowell Management, John was with Edward Jones in Cayucos, California. John has Series 7, 63 and 66 registrations. John holds a Certified Financial Planner designation and specializes in Retirement, College and Estate planning. John also specializes in investment advice for individuals, high net worth individuals, and pension and profit sharing plans.

Firm Information

John McManus is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John McManus’s Registration & Firm History

AR

02/24/2022 - Present

Sowell Management (NORTH LITTLE ROCK AR)

CA

11/20/2000 - 12/15/2020

EDWARD JONES (CAYUCOS CA)

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Licenses & Designations

BOTH

Issued 01/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for John Bernard McManus. Review regulatory record here.
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