John A. Machonga

JOHNSON PRIVATE WEALTH MANAGEMENT

SARASOTA, FL 34236

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CRD#: 1144638

Professional summary

John Anthony Machonga is a registered financial advisor currently at JOHNSON PRIVATE WEALTH MANAGEMENT, LLC located in Sarasota, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

TRADITIONAL INSURANCE PRODUCTS ARE OFFERED THROUGH AFFILIATED AGENCY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Anthony Machonga's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 15, 2015 - Present

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 33 S. Gulfstream Avenue #804, Sarasota, FL 34236

RIA

CRD#: 169413

SARASOTA, FL

Past

December 14, 2012 - October 22, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

CRD#: 149680

MOUNT PROSPECT, IL

Past

January 10, 2011 - June 7, 2012

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

WOOD DALE, IL

Past

January 10, 2011 - June 7, 2012

CITIZENS SECURITIES, INC.

CRD#: 39550

WOOD DALE, IL

Past

July 16, 2010 - December 22, 2010

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

CHICAGO, IL

Past

July 2, 2010 - December 22, 2010

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

CHICAGO, IL

Past

May 8, 2007 - June 16, 2010

MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC.

RIA

CRD#: 30721

INVERNESS, IL

Past

May 7, 2007 - June 16, 2010

MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC.

CRD#: 30721

INVERNESS, IL

Past

November 14, 2000 - May 9, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ELMWOOD PARK, IL

Past

September 26, 1990 - November 15, 2000

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

March 21, 1989 - October 31, 1990

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

June 22, 1983 - February 10, 1989

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/15/2015)

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

State Security Law Exam

Series 63

Date: 4/19/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/2005

General Securities Principal Examination

Current Firm

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC | JOHNSON, BARBARA

CRD#: 169413 / SEC#:

Florida

Registered Investment Advisory firm - (1/20/2015 Approved)

Illinois

Registered Investment Advisory firm - (1/23/2014 Approved)

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Contact information

Main Address

33 S. Gulfstream Avenue #804, Sarasota, FL 34236

Mailing Address

Phone number

(847) 980-7746

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 32,752,811

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John A. Machonga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Anthony Machonga's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRSTMERIT FINANCIAL SERVICES, INC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC.

MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CETERA FINANCIAL SPECIALISTS LLC

ROBERT THOMAS SECURITIES, INC

INVEST FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 4/19/1984

Series 7

Date: 6/18/1983

Series 24

Date: 12/19/2005

Current Firm

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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