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John Michael Convery

Retirement Capital Advisors

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About John Michael Convery

John Michael Convery has been in the financial industry since 1985, holding a Series 6 and a Series 65 license. John Michael has experience in multiple firms, including PRUCO Securities Corporation, The Prudential Insurance Company of America, EQUICO Securities, Inc., and The Equitable Life Assurance Society of the United States. Currently, John Michael is a managing member of EDUCATED WEALTH CENTER LLC and is registered as an investment advisor representative at Retirement Capital Advisors. John Michael provides leadership and oversight of operations at EDUCATED WEALTH CENTER LLC and offers both insurance and investment advisory services. His current role at Retirement Capital Advisors is pending IARCE approval. John Michael has experience providing portfolio management for individuals and has over 4 million dollars in regulatory assets under management.

Firm Information

John Convery is currently registered with Retirement Capital Advisors. Retirement Capital Advisors is an investment advisor with 2 investment advisor representatives and 1 licensed agent. They manage approximately $4,787,205 in assets for 32 clients, including high-net-worth individuals and individuals other than high-net-worth. They specialize in portfolio management for individuals.

$4.79M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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John Convery’s Registration & Firm History

FL

01/01/2025 - Present

Retirement Capital Advisors (WEST PALM BEACH FL)

NA

08/04/1989 - 10/20/1993

PRUCO SECURITIES CORPORATION

NA

08/04/1989 - 10/20/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NA

08/12/1985 - 05/30/1989

EQUICO SECURITIES, INC.

NA

08/12/1985 - 05/30/1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

IA

Issued 04/30/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Convery.
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