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John R Massey

Marietta Wealth Management, LLC

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About John R Massey

John R. Massey is an investment advisor representative at Marietta Wealth Management, LLC. John has been in the industry since January 2003 and has a Series 66, Series 65 and Series 7 license. John is registered with the state of Georgia and specializes in financial planning, portfolio management for individuals and pension consulting. John was previously employed at MML INVESTORS SERVICES, LLC in SAVANNAH, GA.

Firm Information

John Massey is currently registered with Marietta Wealth Management, LLC. Marietta Wealth Management, LLC is an investment advisory firm based in Marietta, GA. They provide financial planning, portfolio management for individuals, selection of other advisers, and pension consulting. Their firm manages over $1.14 billion in assets and has 1,298 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
Marietta Wealth Management, LLC

472 N. SESSIONS STREET

MARIETTA, GA 30060

$1.15B

Assets Under Management

4

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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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 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 Massey’s Registration & Firm History

GA

03/04/2020 - Present

Marietta Wealth Management, LLC (Marietta GA)

GA

01/14/2003 - 06/25/2013

MML INVESTORS SERVICES, LLC (SAVANNAH GA)

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Licenses & Designations

IA

Issued 02/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John R Massey.
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