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JM

John J. Muse

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CRD#: 1632621
JM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Joseph Muse, CFP®, who also goes by John Muse, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1987. John had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

John Muse

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Experience

Past

August 11, 2020 - September 27, 2022

MINOT WEALTH MANAGEMENT LLC

RIA
CRD#: 299943
WESTWOOD, MA
Past

March 22, 2018 - June 15, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Boston, MA
Past

August 11, 2004 - February 22, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

July 10, 2001 - February 22, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

November 3, 1997 - September 25, 1998

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

June 27, 1997 - October 1, 1997

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

May 15, 1996 - May 5, 1997

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

February 16, 1990 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

February 16, 1990 - September 26, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 16, 1990 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

June 26, 1987 - April 30, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2001
General Securities Representative Examination

Current Firm

MW
MINOT WEALTH MANAGEMENT LLC
MINOT WEALTH | MINOT WEALTH MANAGEMENT LLC

CRD#: 299943 / SEC#: 801-114748

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Contact information

Main Address
690 Canton Street Suite 245, Westwood, MA 02090
Mailing Address
Phone number
(978) 226-4668
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Part 2 Brochures

MINOT WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/27/2022)

Regulatory assets under management

Total Number of Accounts639
AUM (Assets Under Management)$ 1,115,385,636

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.

Company Information

MINOT WEALTH MANAGEMENT LLC

CRD#: 299943

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