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John Michael Quigley

EQ Wealth Management

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About John Michael Quigley

John Michael Quigley is a financial advisor with EQ Wealth Management, based in BELLEVUE, WA. John has been in the financial industry since 1994 and has experience working with individuals, high-net-worth individuals, charitable organizations and pooled investment vehicles. John holds Series 7, 63, and 65 licenses and is a Certified Financial Planner.

Firm Information

John Quigley is currently registered with EQ Wealth Management. EQ Wealth Management is an investment advisor headquartered in with 6 investment adviser representatives. The firm has $593,745,099 in regulatory assets under management and provides services such as financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

$593.75M

Assets Under Management

Not reported

Total Clients

9

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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 Quigley’s Registration & Firm History

WA

03/07/2018 - Present

EQ Wealth Management (BELLEVUE WA)

WA

01/23/2003 - 07/31/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (BELLEVUE WA)

SC

03/12/2002 - 12/16/2002

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

CA

02/16/2001 - 03/13/2002

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

CA

06/02/1997 - 02/21/2001

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

12/07/1994 - 06/17/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/16/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Quigley.
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