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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John mark? Claim Your ProfileJohn-Mark Kellogg is an investment advisor representative registered with WE Family Offices. John-Mark has been in the industry since June 2023. John-Mark is registered in Florida and holds a Series 65 license. John-Mark specializes in providing financial planning and portfolio management services to high-net-worth individuals. WE Family Offices offers a range of investment advisory services including financial planning, portfolio management, and selection of other advisers.
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.
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.
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.
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FL
01/01/2025 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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