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John Mark English

Innovative Advisory Group

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About John Mark English

John Mark English is a financial advisor at Innovative Advisory Group, a registered investment advisor. John has been in the industry since 2011. John is registered in Arizona, California, Colorado, Connecticut, Florida, Louisiana, Maryland, Massachusetts, New Jersey, New York, and Texas. John specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. John also works with charitable organizations, high-net-worth individuals, and individuals other than high-net-worth clients.

Firm Information

John English is currently registered with Innovative Advisory Group. Innovative Advisory Group is a Lexington, MA-based wealth management firm. The firm manages approximately $129 million in assets for 782 accounts and specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
Innovative Advisory Group

394 LOWELL STREET, SUITE 8

LEXINGTON, MA 02420

$129.00M

Assets Under Management

300

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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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 English’s Registration & Firm History

NY

01/21/2022 - Present

Innovative Advisory Group (Nyack NY)

NY

09/26/2016 - 11/07/2019

AMERIPRISE FINANCIAL SERVICES, INC. (RYE BROOK NY)

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Licenses & Designations

IA

Issued 12/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Mark English.
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