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John Connor McChesney

Churchill Management Group

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About John Connor McChesney

John Connor McChesney is a financial advisor registered with Churchill Management Group. John has been in the industry since 2007 and has experience with a variety of firms, including TD Ameritrade and Charles Schwab. John is licensed to provide financial advice in Illinois, Pennsylvania and Wisconsin. John focuses on providing portfolio management services for individuals and businesses.

Firm Information

John McChesney is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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John McChesney’s Registration & Firm History

IL

05/28/2024 - Present

Churchill Management Group (Hawthorn Woods IL)

IL

08/20/2015 - 06/09/2017

CHARLES SCHWAB & CO., INC. (SCHAUMBURG IL)

IL

02/05/2013 - 07/29/2015

TD AMERITRADE, INC. (NORTHBROOK IL)

UT

09/25/2008 - 02/07/2012

OPTIONSHOUSE, LLC (DRAPER UT)

IL

02/27/2008 - 08/21/2008

ZACKS & COMPANY (CHICAGO IL)

IL

04/27/2007 - 01/02/2008

MORGAN STANLEY & CO., INCORPORATED (RIVERWOODS IL)

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Licenses & Designations

BOTH

Issued 06/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2010

Series 4 - Registered Options Principal Examination

BC

Issued 05/11/2010

Series 24 - General Securities Principal Examination

BC

Issued 06/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 04/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Connor McChesney. Review regulatory record here.
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