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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McEntire is a financial advisor at Venturi Private Wealth. John has been working in the financial industry since July 2008. John is a Chartered Financial Analyst and has licenses for Series 63, SIE and Series 7. John has experience working with clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles and pension and profit-sharing plans. John specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
01/04/2019 - Present
Venturi Private Wealth (AUSTIN TX)
TX
10/03/2011 - 02/26/2018
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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