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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 Jay McHarg is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Milton, GA. John has been working in the financial industry since 2002 and has a broad range of experience in the industry. He provides financial planning and portfolio management for individuals and businesses. John has held previous positions at FSC Securities Corporation, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., SagePoint Financial, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Turner & Company, L.L.C. He is a registered representative in Georgia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
10/07/2019 - Present
Cambridge Investment Research Advisors, Inc. (Milton GA)
GA
12/13/2017 - 10/11/2019
FSC SECURITIES CORPORATION (MILTON GA)
MN
11/13/2014 - 12/04/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
02/22/2011 - 12/04/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/22/2011 - 12/04/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
09/13/2007 - 12/04/2017
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
10/01/2015 - 04/06/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
11/20/2003 - 12/13/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
09/23/2002 - 11/10/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NJ
07/14/2000 - 05/29/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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