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JB

John Anthony Beirne Jr.

CIMA®

BEIRNE.

DARIEN, CT

·CRD# 17064·59 years experience

Professional Summary

John Anthony Beirne JR., CIMA®, who also goes by John A Beirne Jr, John Anthony Beirne Jr, is a registered financial advisor currently at BEIRNE. located in Darien, Connecticut. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1967. John has worked at 6 firms and has passed the Series 65, Series 63, Series 31, PC and Series 1 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John A Beirne Jr, John Anthony Beirne Jr

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CIMA®

Certified Investment Management Analyst

Years of Experience

59 years in the financial services industry

Current & Past Employments

BEIRNE.·CRD# 167103

RIA

20 Old Kings Highway, Darien, CT 06820

March 22, 2013 - Present

PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747

BD

Milford, CT

January 25, 2012 - September 15, 2014

BEIRNE WEALTH CONSULTING, LLC·CRD# 160184

RIA

Milford, CT

January 20, 2012 - March 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

RIA

New Haven, CT

September 22, 1987 - January 24, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

New Haven, CT

September 26, 1978 - January 24, 2012

WHITE, WELD & CO. INCORPORATED·CRD# 6802

BD

January 15, 1975 - September 26, 1978

WHITE, WELD & CO., INCORPORATED·CRD# 889

BD

March 6, 1967 - January 15, 1975

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Current Firm

BE

BEIRNE.

BEIRNE | BEIRNE. | BEIRNE WEALTH CONSULTING SERVICES, LLC | BEIRNE GROUP

CRD#: 167103 / SEC#: 801-77726

RIA

Registered Investment Advisory firm - SEC (2/1/2013 Approved)

Contact Information

Main Address

20 Old Kings Highway, Darien, CT 06820

Phone Number

(203) 701-8606

# of Employees

9

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEIRNE WEALTH CONSULTING SERVICES, LLC D/B/A BEIRNE. DISCLOSURE BROCHURE (8/17/2026)

BEIRNE WEALTH CONSULTING SERVICES, LLC D/B/A BEIRNE. WRAP BROCHURE (8/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,460

AUM (Assets Under Management)

$2,259,001,736

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2026	Cover Page	Report
04/30/2025	Cover Page	Report
12/17/2024	Cover Page	Report
05/13/2024	Cover Page	Report

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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.

1)QUINCEPOL LLC; QUINCEPOL LLC IS THE US HOLDING COMPANY OF NATVIANA, BASED IN LUBLIN, POLAND. THIS IS NOT AN INVESTMENT-RELATED BUSINESS. THE COMPANY ENGAGES IN SELLING NATURAL MINERAL WATER TO THE POLISH MARKET; THE COMPANY OWNS AN AQUIFIER AND A FACTORY HAS BEEN BUILT AT THE SITE AND BOTTLES THE WATER. I HAVE A PASSIVE INVESTMENT IN THIS PRIVATE ENTITY AND I AM ALSO A MEMBER OF THE BOARD OF DIRECTORS; START DATE: 10/2002 I DEVOTE APPROXIMATELY FIVE HOURS /MONTH TO THIS BUSINESS; I SPEND NO TIME AT THIS BUSINESS DURING TRADING HOURS. I RECEIVE NO COMPENSATION FOR MY WORK AS A MEMBER OF THE BOARD OF DIRECTORS.

(2) LONGFORD CAPITAL FUND II, LP, 35 WEST WACKER DRIVE, SUITE 3700,CHICAGO, IL 60601 . START DATE- 8/31/2017 TITLE- MEMBER OF 5 PERSON LIMITED PARTNER ADVISORY COMMITTEE (THE "LPAC")FOR LONGFORD CAPITAL FUND II, LP (THE "FUND"). INVESTMENT RELATED- THE LPAC REPRESENTS THE INTERESTS OF THE LIMITED PARTNERS OF THE FUND IN ASSISTING AND RESOLVING POTENTIAL CONFLICTS BETWEEN THE FUND AND LCM OR RELATED ENTTITIES. I SPEND A HALF HOUR PER MONTH OR LESS DEPENDING ON WHETHER OR NOT THE LPAC IS CONVENED. I SPEND NO TIME DURING TRADING HOURS. I RECEIVE NO COMPENSATION FOR MY WORK AS A MEMBER OF THE FUND'S LPAC.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BE

BEIRNE.

BEIRNE | BEIRNE. | BEIRNE WEALTH CONSULTING SERVICES, LLC | BEIRNE GROUP

CRD#: 167103 / SEC#: 801-77726

RIA

Registered Investment Advisory firm - SEC (2/1/2013 Approved)

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.

IAR

California
(8/31/2023)

IAR

Connecticut
(3/25/2013)

IAR

Florida
(3/11/2015)

IAR

New Jersey
(9/7/2023)

IAR

New York
(8/31/2023)

IAR

Pennsylvania
(8/26/2019)

IAR

Texas
(3/22/2013)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1981About the Series 63 exam

Series 31 — Futures Managed Funds Examination

Passed Jun 1993About the Series 31 exam

PC — AMEX Put and Call Exam

Passed Sep 1977

Series 1 — Registered Representative Examination

Passed Mar 1967

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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JB

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