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JC

John P. Cleary

MADISON PARTNERS
ORINDA, CA
Some features on this profile are disabled
CRD#: 2118432
JC

Professional summary

John P Cleary, who also goes by John P Cleary, John Paul Cleary, John Cleary, Jake Cleary, is a registered financial advisor currently at MADISON PARTNERS located in Orinda, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John P Cleary | John Paul Cleary | John Cleary | Jake Cleary

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) - RIA

Click below to view John P Cleary's CRS (Customer Relationship Summary).
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

February 11, 2026 - Present

MADISON PARTNERS

RIA
CRD#: 305824
ORINDA, CA
Past

September 3, 2025 - October 13, 2025

THE WEALTHGARDEN F.S. LLC

RIA
CRD#: 311927
Orinda, CA
Past

July 19, 2023 - August 4, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
ORINDA, CA
Past

July 19, 2023 - August 4, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ORINDA, CA
Past

June 5, 2014 - July 19, 2023

BANCWEST INVESTMENT SERVICES, INC.

RIA
CRD#: 29357
BERKELEY, CA
Past

June 5, 2014 - July 19, 2023

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
BERKELEY, CA
Past

May 18, 2011 - March 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BERKELEY, CA
Past

May 18, 2011 - March 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BERKELEY, CA
Past

March 1, 2011 - June 7, 2011

LEWIS ASSET MANAGEMENT

RIA
CRD#: 143409
LAFAYETTE, CA
Past

February 18, 2011 - April 26, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LAFAYETTE, CA
Past

June 3, 2009 - September 2, 2010

TD AMERITRADE, INC.

BD
CRD#: 7870
WALNUT CREEK, CA
Past

June 1, 2009 - September 2, 2010

TD AMERITRADE, INC.

RIA
CRD#: 7870
WALNUT CREEK, CA
Past

June 1, 2009 - September 2, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
WALNUT CREEK, CA
Past

March 29, 2007 - July 17, 2008

TD AMERITRADE, INC.

BD
CRD#: 7870
BOSTON, MA
Past

March 26, 2007 - July 17, 2008

TD AMERITRADE, INC.

RIA
CRD#: 7870
BOSTON, MA
Past

March 26, 2007 - July 17, 2008

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
BOSTON, MA
Past

November 7, 2006 - February 23, 2007

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN FRANCISCO, CA
Past

March 12, 2003 - May 10, 2006

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
WALNUT CREEK, CA
Past

November 13, 2002 - May 10, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WALNUT CREEK, CA
Past

July 24, 1996 - October 14, 2002

BROWNCO, LLC

BD
CRD#: 1326
BOSTON, MA
Past

November 12, 1993 - June 7, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 9, 1992 - September 2, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

November 9, 1992 - November 24, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 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.

Highlighted states indicate IAR registrations

IAR
California
(2/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/31/1991
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: 12/28/1992
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/2/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 Approved)
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Contact information

Main Address
1502 W Broadway Suite 301, Madison, WI 53713
Mailing Address
Phone number
(608) 210-1021
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts6,213
AUM (Assets Under Management)$ 1,303,110,029

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

MADISON PARTNERS

CRD#: 305824Orinda, CA

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Contact information

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