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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McKenna is a financial advisor with over 15 years of experience in the industry. He has worked with CIBC Private Wealth Management and Morgan Stanley, among other firms. John holds a Series 66, Series 7, and Series 31 license and is registered as a Registered Representative and Investment Advisor Representative in California. John McKenna currently works for Cibc Private Wealth Advisors, Inc. in San Francisco, CA. John McKenna's experience allows him to provide a range of financial services including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. John McKenna also provides financial planning services and selects other advisors to meet the needs of his clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Index provider
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
08/18/2023 - Present
Cibc Private Wealth Advisors, Inc. (San Francisco CA)
CA
08/02/2013 - 05/24/2023
THE O.N. EQUITY SALES COMPANY (SAN FRANCISCO CA)
CA
06/01/2009 - 08/27/2013
MORGAN STANLEY (PALO ALTO CA)
CA
07/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 07/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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