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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 Madden is a financial advisor and Investment Advisor Representative at EP Wealth Advisors with over 20 years of experience in the financial services industry. John is a highly skilled and experienced professional who is committed to helping clients achieve their financial goals. John is registered with the state of California and is a Series 7, Series 63, Series 31, and Series 65 licensed advisor. John has a broad range of experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
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.
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.
Retirement plan advisory services & tax preparation services
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.
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CA
01/18/2022 - Present
EP Wealth Advisors (BERKELEY CA)
CA
05/19/2008 - 04/09/2018
LPL FINANCIAL LLC (BERKELEY CA)
CA
04/13/1999 - 05/27/2008
TD AMERITRADE, INC. (WALNUT CREEK CA)
NY
08/26/1998 - 04/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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