Unclaimed
John McDonough is a financial advisor with over 15 years of experience in the financial industry. John holds a Series 6, 7, 63 and 65 license, as well as the SIE. Currently, John is registered with J.p. Morgan Securities LLC. John has previously been registered with NORTH CAPITAL PRIVATE SECURITIES CORPORATION and MFS FUND DISTRIBUTORS, INC. John has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. John is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
01/19/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
UT
07/29/2019 - 12/19/2019
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)
MA
06/27/2006 - 09/15/2017
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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