John Holden Mckewen Iii
CFP®Professional Summary
John Holden Mckewen III, CFP®, who also goes by John Holden III Mckewen, Mac Mckewen III, Mac Mckewen, is a registered financial advisor currently at ELEVATION FINANCIAL PARTNERS, LLC located in Worthington, Ohio. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 6 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Holden Iii Mckewen, Mac Mckewen Iii, Mac Mckewen
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
43 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ELEVATION FINANCIAL PARTNERS, LLC | JOHN H. MCKEWEN III | J.H. MCKEWEN III & ASSOCIATES | J. H. MCKEWEN III & ASSOCIATES, LLC
Contact Information
Main Address
240 S State St, Westerville, OH 43081Phone Number
(614) 888-2222# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
206AUM (Assets Under Management)
$58,742,529Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/17/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Holden Mckewen III's CRS (Customer Relationship Summary).
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